Digital processing systems and methods for graphical interface for aggregating and dissociating data from multiple tables in collaborative work systems

ABSTRACT

Systems, methods, and computer-readable media for graphically aggregating data from a plurality of distinct tables, and enabling dissociation of underlying aggregated data from the associated distinct tables are disclosed. The systems and methods may involve maintaining the plurality of distinct tables, wherein each distinct table contains a plurality of items, with each item being made up of a plurality of cells categorized by category indicators, and wherein the plurality of distinct tables contain a common category indicator; generating a graphical representation of a plurality of variables within the plurality of cells associated with the common category indicator, the graphical representation including a plurality of sub-portions, each sub-portion representing a differing variable of the common category indicator; receiving a selection of a sub-portion of the graphical representation; performing a look-up across the plurality of distinct tables for a specific variable associated with the received selection.

CROSS-REFERENCE TO RELATED APPLICATIONS

This application is based on and claims benefit of priority of U.S.Nonprovisional patent application Ser. No. 17/242,452 filed on Apr. 28,2021, which claims priority to U.S. Provisional Patent Application No.63/018,593, filed May 1, 2020, U.S. Provisional Patent Application No.63/019,396, filed May 3, 2020, U.S. Provisional Patent Application No.63/078,301, filed Sep. 14, 2020, U.S. Provisional Patent Application No.63/121,803, filed on Dec. 4, 2020, U.S. Provisional Patent ApplicationNo. 63/122,439, filed on Dec. 7, 2020, and U.S. Provisional PatentApplication No. 63/148,092, filed on Feb. 10, 2021, the contents of allof which are incorporated herein by reference in their entireties.

TECHNICAL FIELD

Embodiments consistent with the present disclosure include systems andmethods for collaborative work systems. The disclosed systems andmethods may be implemented using a combination of conventional hardwareand software as well as specialized hardware and software, such as amachine constructed and/or programmed specifically for performingfunctions associated with the disclosed method steps. Consistent withother disclosed embodiments, non-transitory computer-readable storagemedia may store program instructions, which may be executable by atleast one processing device and perform any of the steps and/or methodsdescribed herein.

BACKGROUND

Operation of modern enterprises can be complicated and time consuming.In many cases, managing the operation of a single project requiresintegration of several employees, departments, and other resources ofthe entity. To manage the challenging operation, project managementsoftware applications may be used. Such software applications allow auser to organize, plan, and manage resources by providingproject-related information in order to optimize the time and resourcesspent on each project. It would be useful to improve these softwareapplications to increase operation management efficiency.

SUMMARY

A system for graphically aggregating data from a plurality of distincttables, and enabling dissociation of underlying aggregated data from theassociated distinct tables, the system comprising at least one processorconfigured to maintain the plurality of distinct tables, wherein eachdistinct table contains a plurality of items, with each item being madeup of a plurality of cells categorized by category indicators, andwherein the plurality of distinct tables contain a common categoryindicator; generate a graphical representation of a plurality ofvariables within the plurality of cells associated with the commoncategory indicator, the graphical representation including a pluralityof sub-portions, each sub-portion representing a differing variable ofthe common category indicator, receive a selection of a sub-portion ofthe graphical representation; perform a look-up across the plurality ofdistinct tables for a specific variable associated with the receivedselection; and based on the look-up, cause an aggregated display of aplurality of items dissociated from the differing tables, wherein eachdisplayed item includes the specific variable and variables associatedwith additional category indicators

A system for syncing data between a tabular platform and a third-partyapplication, the system comprising at least one processor configured toaccess a first platform that displays a first set of data in a firstformat; access a second platform that displays a second set of data in asecond format; link the first set of data with the second set of data toenable migration of the first set of data to the second platform and thesecond set of data to the first platform; enable the first platform tosimultaneously display the second set of data in the second format;enable alteration of the second set of data in the second platformthrough manipulation of the simultaneous display of the second set ofdata in the first platform; and in response to receiving an alteration,sync the second set of data as altered via the first platform with thefirst data set.

A workflow management system for triggering table entries characterizingworkflow-related communications occurring between workflow participants,the system comprising at least one processor configured to present atable via a display, the table containing rows and columns definingcells, the rows and cells being configured to manage respective roles ofthe workflow participants; present on the display at least one activelink for enabling workflow participants to join in a video or an audiocommunication; log in memory, characteristics of the communicationincluding identities of the workflow participants who joined in thecommunication; and generate an object associated with the table, theobject containing the characteristics of the communication logged inmemory.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a block diagram of an exemplary computing device which may beemployed in connection with embodiments of the present disclosure.

FIG. 2 is a block diagram of an exemplary computing architecture forcollaborative work systems, consistent with embodiments of the presentdisclosure.

FIG. 3 illustrates an example of an interface with a first table (sourceor underlying table) containing various cells which are used asunderlying data for an aggregated display of a plurality of itemsdissociated from differing source tables, consistent with someembodiments of the present disclosure.

FIG. 4 illustrates an example of an interface for enabling a user toselect various prompts in generating an aggregated display of aplurality of items dissociated from differing source tables, consistentwith some embodiments of the present disclosure.

FIG. 5 illustrates a first example of an interface with a graphicalrepresentation of a plurality of variables within the plurality of cellsassociated with the common category indicator, consistent with someembodiments of the present disclosure.

FIG. 6 illustrates a first example of an interface with an aggregateddisplay of a plurality of items dissociated from the differing tables,wherein each displayed item includes the specific variable and variablesassociated with additional category indicators, consistent with someembodiments of the present disclosure.

FIG. 7 illustrates a second example of an interface with a graphicalrepresentation of a plurality of variables within the plurality of cellsassociated with the common category indicator, consistent with someembodiments of the present disclosure.

FIG. 8 illustrates a second example of an interface with an aggregateddisplay of a plurality of items dissociated from the differing tables,wherein each displayed item includes the specific variable and variablesassociated with additional category indicators, consistent with someembodiments of the present disclosure.

FIG. 9 illustrates a block diagram of method 900 performed by aprocessor of a computer readable medium containing instructions,consistent with some embodiments of the present disclosure.

FIG. 10 illustrates an example of an interface with a user-definedautomation for syncing data between a first platform and a secondplatform (third-party application), consistent with some embodiments ofthe present disclosure.

FIG. 11 illustrates an example of an interface for selecting fields ofthe user-defined automation of FIG. 38-1, consistent with someembodiments of the present disclosure.

FIG. 12 illustrates an example of an interface with a new table on afirst platform which may link and migrate a first set of data from thefirst platform with a second set of data from a second platform,consistent with some embodiments of the present disclosure.

FIG. 13 illustrates an example of an interface where a user adds a newitem and thus enables alteration of a second set of data in a secondplatform through manipulation of the interface of data in the firstplatform and a hyperlink to provide a frame of the second platformwithin the first platform, consistent with some embodiments of thepresent disclosure.

FIG. 14 illustrates an example of an interface with an option to providea frame of a second platform within the first platform, consistent withsome embodiments of the present disclosure.

FIG. 15 illustrates an example of an interface providing a frame of asecond platform within a first platform, consistent with someembodiments of the present disclosure.

FIG. 16 illustrates a block diagram of a method performed by a processorof a computer readable medium containing instructions, consistent withsome embodiments of the present disclosure.

FIG. 17 illustrates a first example of an interface enabling a user toselect various prompts to associate a communications rule with a celland trigger table entries characterizing workflow-related communicationsoccurring between workflow participants, consistent with someembodiments of the present disclosure.

FIG. 18 illustrates a second example of an interface enabling a user toselect various prompts to associate a communications rule with a celland trigger table entries characterizing workflow-related communicationsoccurring between workflow participants, consistent with someembodiments of the present disclosure.

FIG. 19 illustrates an example of an interface with a videocommunication and a table with an object containing the characteristicsof the video communication, consistent with some embodiments of thepresent disclosure.

FIG. 20 illustrates an example of an interface with six activecommunications rules which define the characteristics of communicationsthat are stored, consistent with some embodiments of the presentdisclosure.

FIG. 21 illustrates a block diagram of method 2100 performed by aprocessor of a computer readable medium containing instructions,consistent with some embodiments of the present disclosure.

DETAILED DESCRIPTION

Exemplary embodiments are described with reference to the accompanyingdrawings. The figures are not necessarily drawn to scale. While examplesand features of disclosed principles are described herein,modifications, adaptations, and other implementations are possiblewithout departing from the spirit and scope of the disclosedembodiments. Also, the words “comprising,” “having,” “containing,” and“including,” and other similar forms are intended to be equivalent inmeaning and be open ended in that an item or items following any one ofthese words is not meant to be an exhaustive listing of such item oritems, or meant to be limited to only the listed item or items. Itshould also be noted that as used herein and in the appended claims, thesingular forms “a,” “an,” and “the” include plural references unless thecontext clearly dictates otherwise.

In the following description, various working examples are provided forillustrative purposes. However, is to be understood the presentdisclosure may be practiced without one or more of these details.

Throughout, this disclosure mentions “disclosed embodiments,” whichrefer to examples of inventive ideas, concepts, and/or manifestationsdescribed herein. Many related and unrelated embodiments are describedthroughout this disclosure. The fact that some “disclosed embodiments”are described as exhibiting a feature or characteristic does not meanthat other disclosed embodiments necessarily share that feature orcharacteristic.

This disclosure presents various mechanisms for collaborative worksystems. Such systems may involve software that enables multiple usersto work collaboratively. By way of one example, workflow managementsoftware may enable various members of a team to cooperate via a commononline platform. It is intended that one or more aspects of anymechanism may be combined with one or more aspect of any othermechanisms, and such combinations are within the scope of thisdisclosure.

This disclosure is provided for the convenience of the reader to providea basic understanding of a few exemplary embodiments and does not whollydefine the breadth of the disclosure. This disclosure is not anextensive overview of all contemplated embodiments and is intended toneither identify key or critical elements of all embodiments nor todelineate the scope of any or all aspects. Its sole purpose is topresent some features of one or more embodiments in a simplified form asa prelude to the more detailed description presented later. Forconvenience, the term “certain embodiments” or “exemplary embodiment”may be used herein to refer to a single embodiment or multipleembodiments of the disclosure.

Certain embodiments disclosed herein include devices, systems, andmethods for collaborative work systems that may allow a user to interactwith information in real time. To avoid repetition, the functionality ofsome embodiments is described herein solely in connection with aprocessor or at least one processor. It is to be understood that suchexemplary descriptions of functionality applies equally to methods andcomputer readable media and constitutes a written description ofsystems, methods, and computer readable media. The platform may allow auser to structure the system in many ways with the same building blocksto represent what the user wants to manage and how the user wants tomanage it. This may be accomplished through the use of boards. A boardmay be a table with items (e.g., individual items presented inhorizontal rows) defining objects or entities that are managed in theplatform (task, project, client, deal, etc.). Unless expressly notedotherwise, the terms “board” and “table” may be considered synonymousfor purposes of this disclosure. In some embodiments, a board maycontain information beyond which is displayed in a table. Boards mayinclude sub-boards that may have a separate structure from a board.Sub-boards may be tables with sub-items that may be related to the itemsof a board. Columns intersecting with rows of items may together definecells in which data associated with each item may be maintained. Eachcolumn may have a heading or label defining an associated data type.When used herein in combination with a column, a row may be presentedhorizontally and a column vertically. However, in the broader genericsense, the term “row” may refer to one or more of a horizontal and avertical presentation. A table or tablature, refers to data presented inhorizontal and vertical rows, (e.g., horizontal rows and verticalcolumns) defining cells in which data is presented. Tablature may referto any structure for presenting data in an organized manner, aspreviously discussed, such as cells presented in horizontal rows andvertical columns, vertical rows and horizontal columns, a tree datastructure, a web chart, or any other structured representation, asexplained throughout this disclosure. A cell may refer to a unit ofinformation contained in the tablature defined by the structure of thetablature. For example, a cell may be defined as an intersection betweena horizontal row with a vertical column in a tablature having rows andcolumns. A cell may also be defined as an intersection between ahorizontal and a vertical row, or an intersection between a horizontaland a vertical column. As a further example, a cell may be defined as anode on a web chart or a node on a tree data structure. As would beappreciated by a skilled artisan, however, the disclosed embodiments arenot limited to any specific structure, but rather may be practiced inconjunction with any desired organizational arrangement. In addition, atablature may include any suitable information. When used in conjunctionwith a workflow management application, the tablature may include anyinformation associated with one or more tasks, such as one or morestatus values, projects, countries, persons, teams, progresses, acombination thereof, or any other information related to a task.

While a table view may be one way to present and manage the datacontained on a board, a table's or board's data may be presented indifferent ways. For example, in some embodiments, dashboards may beutilized to present or summarize data derived from one or more boards. Adashboard may be a non-table form of presenting data, using for examplestatic or dynamic graphical representations. A dashboard may alsoinclude multiple non-table forms of presenting data. As discussed laterin greater detail, such representations may include various forms ofgraphs or graphics. In some instances, dashboards (which may also bereferred to more generically as “widgets”) may include tablature.Software links may interconnect one or more boards with one or moredashboards thereby enabling the dashboards to reflect data presented onthe boards. This may allow, for example, data from multiple boards to bedisplayed and/or managed from a common location. These widgets mayprovide visualizations that allow a user to update data derived from oneor more boards.

Boards (or the data associated with boards) may be stored in a localmemory on a user device or may be stored in a local network repository.Boards may also be stored in a remote repository and may be accessedthrough a network. In some instances, permissions may be set to limitboard access to the board's “owner” while in other embodiments a user'sboard may be accessed by other users through any of the networksdescribed in this disclosure. When one user makes a change in a board,that change may be updated to the board stored in a memory or repositoryand may be pushed to the other user devices that access that same board.These changes may be made to cells, items, columns, boards, dashboardviews, logical rules, or any other data associated with the boards.Similarly, when cells are tied together or are mirrored across multipleboards, a change in one board may cause a cascading change in the tiedor mirrored boards or dashboards of the same or other owners.

Various embodiments are described herein with reference to a system,method, device, or computer readable medium. It is intended that thedisclosure of one is a disclosure of all. For example, it is to beunderstood that disclosure of a computer readable medium describedherein also constitutes a disclosure of methods implemented by thecomputer readable medium, and systems and devices for implementing thosemethods, via for example, at least one processor. It is to be understoodthat this form of disclosure is for ease of discussion only, and one ormore aspects of one embodiment herein may be combined with one or moreaspects of other embodiments herein, within the intended scope of thisdisclosure.

Embodiments described herein may refer to a non-transitory computerreadable medium containing instructions that when executed by at leastone processor, cause the at least one processor to perform a method.Non-transitory computer readable mediums may be any medium capable ofstoring data in any memory in a way that may be read by any computingdevice with a processor to carry out methods or any other instructionsstored in the memory. The non-transitory computer readable medium may beimplemented as hardware, firmware, software, or any combination thereof.Moreover, the software may preferably be implemented as an applicationprogram tangibly embodied on a program storage unit or computer readablemedium consisting of parts, or of certain devices and/or a combinationof devices. The application program may be uploaded to, and executed by,a machine comprising any suitable architecture. Preferably, the machinemay be implemented on a computer platform having hardware such as one ormore central processing units (“CPUs”), a memory, and input/outputinterfaces. The computer platform may also include an operating systemand microinstruction code. The various processes and functions describedin this disclosure may be either part of the microinstruction code orpart of the application program, or any combination thereof, which maybe executed by a CPU, whether or not such a computer or processor isexplicitly shown. In addition, various other peripheral units may beconnected to the computer platform such as an additional data storageunit and a printing unit. Furthermore, a non-transitory computerreadable medium may be any computer readable medium except for atransitory propagating signal.

The memory may include a Random Access Memory (RAM), a Read-Only Memory(ROM), a hard disk, an optical disk, a magnetic medium, a flash memory,other permanent, fixed, volatile or non-volatile memory, or any othermechanism capable of storing instructions. The memory may include one ormore separate storage devices collocated or disbursed, capable ofstoring data structures, instructions, or any other data. The memory mayfurther include a memory portion containing instructions for theprocessor to execute. The memory may also be used as a working scratchpad for the processors or as a temporary storage.

Some embodiments may involve at least one processor. A processor may beany physical device or group of devices having electric circuitry thatperforms a logic operation on input or inputs. For example, the at leastone processor may include one or more integrated circuits (IC),including application-specific integrated circuit (ASIC), microchips,microcontrollers, microprocessors, all or part of a central processingunit (CPU), graphics processing unit (GPU), digital signal processor(DSP), field-programmable gate array (FPGA), server, virtual server, orother circuits suitable for executing instructions or performing logicoperations. The instructions executed by at least one processor may, forexample, be pre-loaded into a memory integrated with or embedded intothe controller or may be stored in a separate memory.

In some embodiments, the at least one processor may include more thanone processor. Each processor may have a similar construction, or theprocessors may be of differing constructions that are electricallyconnected or disconnected from each other. For example, the processorsmay be separate circuits or integrated in a single circuit. When morethan one processor is used, the processors may be configured to operateindependently or collaboratively. The processors may be coupledelectrically, magnetically, optically, acoustically, mechanically or byother means that permit them to interact.

Consistent with the present disclosure, disclosed embodiments mayinvolve a network. A network may constitute any type of physical orwireless computer networking arrangement used to exchange data. Forexample, a network may be the Internet, a private data network, avirtual private network using a public network, a Wi-Fi network, a LANor WAN network, and/or other suitable connections that may enableinformation exchange among various components of the system. In someembodiments, a network may include one or more physical links used toexchange data, such as Ethernet, coaxial cables, twisted pair cables,fiber optics, or any other suitable physical medium for exchanging data.A network may also include a public switched telephone network (“PSTN”)and/or a wireless cellular network. A network may be a secured networkor unsecured network. In other embodiments, one or more components ofthe system may communicate directly through a dedicated communicationnetwork. Direct communications may use any suitable technologies,including, for example, BLUETOOTH™, BLUETOOTH LE™ (BLE), Wi-Fi, nearfield communications (NFC), or other suitable communication methods thatprovide a medium for exchanging data and/or information between separateentities.

Certain embodiments disclosed herein may also include a computing devicefor generating features for work collaborative systems, the computingdevice may include processing circuitry communicatively connected to anetwork interface and to a memory, wherein the memory containsinstructions that, when executed by the processing circuitry, configurethe computing device to receive from a user device associated with auser account instruction to generate a new column of a single data typefor a first data structure, wherein the first data structure may be acolumn oriented data structure, and store, based on the instructions,the new column within the column-oriented data structure repository,wherein the column-oriented data structure repository may be accessibleand may be displayed as a display feature to the user and at least asecond user account. The computing devices may be devices such as mobiledevices, desktops, laptops, tablets, or any other devices capable ofprocessing data. Such computing devices may include a display such as anLED display, augmented reality (AR), virtual reality (VR) display.

Certain embodiments disclosed herein may include a processor configuredto perform methods that may include triggering an action in response toan input. The input may be from a user action or from a change ofinformation contained in a user's table, in another table, acrossmultiple tables, across multiple user devices, or from third-partyapplications. Triggering may be caused manually, such as through a useraction, or may be caused automatically, such as through a logical rule,logical combination rule, or logical templates associated with a board.For example, a trigger may include an input of a data item that isrecognized by at least one processor that brings about another action.

In some embodiments, the methods including triggering may cause analteration of data and may also cause an alteration of display of datacontained in a board or in memory. An alteration of data may include arecalculation of data, the addition of data, the subtraction of data, ora rearrangement of information. Further, triggering may also cause acommunication to be sent to a user, other individuals, or groups ofindividuals. The communication may be a notification within the systemor may be a notification outside of the system through a contact addresssuch as by email, phone call, text message, video conferencing, or anyother third-party communication application.

Some embodiments include one or more of automations, logical rules,logical sentence structures and logical (sentence structure) templates.While these terms are described herein in differing contexts, in abroadest sense, in each instance an automation may include a processthat responds to a trigger or condition to produce an outcome; a logicalrule may underly the automation in order to implement the automation viaa set of instructions; a logical sentence structure is one way for auser to define an automation; and a logical template/logical sentencestructure template may be a fill-in-the-blank tool used to construct alogical sentence structure. While all automations may have an underlyinglogical rule, all automations need not implement that rule through alogical sentence structure. Any other manner of defining a process thatrespond to a trigger or condition to produce an outcome may be used toconstruct an automation.

Other terms used throughout this disclosure in differing exemplarycontexts may generally share the following common definitions.

In some embodiments, machine learning algorithms (also referred to asmachine learning models or artificial intelligence in the presentdisclosure) may be trained using training examples, for example in thecases described below. Some non-limiting examples of such machinelearning algorithms may include classification algorithms, dataregressions algorithms, image segmentation algorithms, visual detectionalgorithms (such as object detectors, face detectors, person detectors,motion detectors, edge detectors, etc.), visual recognition algorithms(such as face recognition, person recognition, object recognition,etc.), speech recognition algorithms, mathematical embedding algorithms,natural language processing algorithms, support vector machines, randomforests, nearest neighbors algorithms, deep learning algorithms,artificial neural network algorithms, convolutional neural networkalgorithms, recursive neural network algorithms, linear machine learningmodels, non-linear machine learning models, ensemble algorithms, and soforth. For example, a trained machine learning algorithm may comprise aninference model, such as a predictive model, a classification model, aregression model, a clustering model, a segmentation model, anartificial neural network (such as a deep neural network, aconvolutional neural network, a recursive neural network, etc.), arandom forest, a support vector machine, and so forth. In some examples,the training examples may include example inputs together with thedesired outputs corresponding to the example inputs. Further, in someexamples, training machine learning algorithms using the trainingexamples may generate a trained machine learning algorithm, and thetrained machine learning algorithm may be used to estimate outputs forinputs not included in the training examples. In some examples,engineers, scientists, processes and machines that train machinelearning algorithms may further use validation examples and/or testexamples. For example, validation examples and/or test examples mayinclude example inputs together with the desired outputs correspondingto the example inputs, a trained machine learning algorithm and/or anintermediately trained machine learning algorithm may be used toestimate outputs for the example inputs of the validation examplesand/or test examples, the estimated outputs may be compared to thecorresponding desired outputs, and the trained machine learningalgorithm and/or the intermediately trained machine learning algorithmmay be evaluated based on a result of the comparison. In some examples,a machine learning algorithm may have parameters and hyper parameters,where the hyper parameters are set manually by a person or automaticallyby a process external to the machine learning algorithm (such as a hyperparameter search algorithm), and the parameters of the machine learningalgorithm are set by the machine learning algorithm according to thetraining examples. In some implementations, the hyper-parameters are setaccording to the training examples and the validation examples, and theparameters are set according to the training examples and the selectedhyper-parameters.

FIG. 1 is a block diagram of an exemplary computing device 100 forgenerating a column and/or row oriented data structure repository fordata consistent with some embodiments. The computing device 100 mayinclude processing circuitry 110, such as, for example, a centralprocessing unit (CPU). In some embodiments, the processing circuitry 110may include, or may be a component of, a larger processing unitimplemented with one or more processors. The one or more processors maybe implemented with any combination of general-purpose microprocessors,microcontrollers, digital signal processors (DSPs), field programmablegate array (FPGAs), programmable logic devices (PLDs), controllers,state machines, gated logic, discrete hardware components, dedicatedhardware finite state machines, or any other suitable entities that canperform calculations or other manipulations of information. Theprocessing circuitry such as processing circuitry 110 may be coupled viaa bus 105 to a memory 120.

The memory 120 may further include a memory portion 122 that may containinstructions that when executed by the processing circuitry 110, mayperform the method described in more detail herein. The memory 120 maybe further used as a working scratch pad for the processing circuitry110, a temporary storage, and others, as the case may be. The memory 120may be a volatile memory such as, but not limited to, random accessmemory (RAM), or non-volatile memory (NVM), such as, but not limited to,flash memory. The processing circuitry 110 may be further connected to anetwork device 140, such as a network interface card, for providingconnectivity between the computing device 100 and a network, such as anetwork 210, discussed in more detail with respect to FIG. 2 below. Theprocessing circuitry 110 may be further coupled with a storage device130. The storage device 130 may be used for the purpose of storingsingle data type column-oriented data structures, data elementsassociated with the data structures, or any other data structures. Whileillustrated in FIG. 1 as a single device, it is to be understood thatstorage device 130 may include multiple devices either collocated ordistributed.

The processing circuitry 110 and/or the memory 120 may also includemachine-readable media for storing software. “Software” refers broadlyto any type of instructions, whether referred to as software, firmware,middleware, microcode, hardware description language, or otherwise.Instructions may include code (e.g., in source code format, binary codeformat, executable code format, or any other suitable format of code).The instructions, when executed by the one or more processors, may causethe processing system to perform the various functions described infurther detail herein.

FIG. 2 is a block diagram of computing architecture 200 that may be usedin connection with various disclosed embodiments. The computing device100, as described in connection with FIG. 1, may be coupled to network210. The network 210 may enable communication between different elementsthat may be communicatively coupled with the computing device 100, asfurther described below. The network 210 may include the Internet, theworld-wide-web (WWW), a local area network (LAN), a wide area network(WAN), a metro area network (MAN), and other networks capable ofenabling communication between the elements of the computingarchitecture 200. In some disclosed embodiments, the computing device100 may be a server deployed in a cloud computing environment.

One or more user devices 220-1 through user device 220-m, where ‘m’ inan integer equal to or greater than 1, referred to individually as userdevice 220 and collectively as user devices 220, may be communicativelycoupled with the computing device 100 via the network 210. A user device220 may be for example, a smart phone, a mobile phone, a laptop, atablet computer, a wearable computing device, a personal computer (PC),a smart television and the like. A user device 220 may be configured tosend to and receive from the computing device 100 data and/or metadataassociated with a variety of elements associated with single data typecolumn-oriented data structures, such as columns, rows, cells, schemas,and the like.

One or more data repositories 230-1 through data repository 230-n, where‘n’ in an integer equal to or greater than 1, referred to individuallyas data repository 230 and collectively as data repository 230, may becommunicatively coupled with the computing device 100 via the network210, or embedded within the computing device 100. Each data repository230 may be communicatively connected to the network 210 through one ormore database management services (DBMS) 235-1 through DBMS 235-n. Thedata repository 230 may be for example, a storage device containing adatabase, a data warehouse, and the like, that may be used for storingdata structures, data items, metadata, or any information, as furtherdescribed below. In some embodiments, one or more of the repositoriesmay be distributed over several physical storage devices, e.g., in acloud-based computing environment. Any storage device may be a networkaccessible storage device, or a component of the computing device 100.

Aspects of this disclosure may relate to graphically aggregating datafrom a plurality of distinct tables and enabling dissociation ofunderlying aggregated data from the associated distinct tables,including methods, systems, devices, and computer readable media. Forease of discussion, a non-transitory computer readable medium isdescribed below, with the understanding that aspects of thenon-transitory computer readable medium apply equally to systems,methods, and devices. For example, some aspects of such a non-transitorycomputer readable medium may contain instructions that when executed byat least one processor, causes the at least one processor to perform amethod via tablature. The term “tablature” may refer to a tabular space,surface, or structure. Such spaces, surfaces, or structures may includea systematic arrangement of rows, columns, and/or other logicalarrangement of regions or locations for presenting, holding, ordisplaying information.

Aspects of this disclosure may include maintaining the plurality ofdistinct tables. In some embodiments, a table may involve an arrangementof various cells. The cells may be arranged in horizontal and verticalrows (also referred to as rows and columns). Cells may be defined byintersections of rows and columns. Various rows or columns of the tablemay be defined to represent different projects, tasks, objects or otheritems, as well as characteristics of such items. For example, ahorizontal row may represent an item and a vertical row may represent astatus (which is a characteristic associated with the item.). In someembodiments, the items in the table may be unifying rows or columns thatrepresent projects, tasks, property, people, or any object, action, orgroup of actions that may be tracked. Additionally, the table, which mayalso be referred to as a board, include a matrix, or any grouping cellsdisplaying various items. Some examples of items in the table mayinclude workflows, real estate holdings, items for delivery, customers,customer interactions, ad campaigns, software bugs, video production,timelines, projects, processes, video production, inventories,personnel, equipment, patients, transportation schedules, resources,securities, assets, meetings, to do items, financial data,transportation schedules, vehicles, manufacturing elements, workloads,capacities, asset usage, events, event information, construction taskprogress, or any other objects, actions, group of actions, task,property or persons. A table may be considered distinct from anothertable if at least one of a row, column, contained information, orarrangement differs from that of another table.

A table may be presented to a user in any manner in which the user iscapable of viewing information associated with the table. A table may bepresented, for example, via a display screen associated with a computingdevice such as a PC, laptop, tablet, projector, cell phone, or personalwearable device. A table may also be presented virtually through AR orVR glasses. Other mechanism of presenting may also be used to enable auser to visually comprehend presented information. Such information maybe presented in cells. A cell may include any area, region or locationin which information may be held, displayed, or otherwise presented.Values contained in the cells may include numeric, alphanumeric, orgraphical information. The cells may be arranged in the table invertical and horizontal rows (e.g., rows and columns), or in any otherlogical fashion.

Maintaining a plurality of distinct tables may include having at leasttwo tables, having access to at least two tables, generating at leasttwo tables, viewing at least two tables, or being provided at least twotables. Distinct tables may include two separate tables. The pluralityof distinct tables may include tables from multiple entities or multipleaccounts. The plurality of distinct tables may also include distincttables of a single entity or account. The distinct tables of the singleentity or account may include distinct tables sharing a common interface(e.g., table groups, sub-tables associated with a main table but withdistinct structure from the main table). Distinct tables may include twoor more tables having identical information within various cells or twoor more tables having different information within various cells.Maintaining a plurality of distinct tables may include setting up thebasic structure of having at least two tables and providing each tableat last one cell. For example, in generating table A and table B, eachtable may have one or more cells.

By way of one example, board 300 of FIG. 3 presents two tables withinthe team tasks board. As illustrated in this example, there is aplurality of distinct tables: “This Week” table 301 and “Next Week”table 311.

Aspects of this disclosure may include that each distinct table containsa plurality of items, with each item being made up of a plurality ofcells categorized by category indicators, and wherein the plurality ofdistinct tables contain a common category indicator. A plurality ofitems may include one or more rows within each of the two or moretables. The rows may be horizontal or vertical according to preference.

By way of one example, board 300 of FIG. 3 presents two tables within ateam tasks board. As illustrated in this example, there is a pluralityof distinct tables: “This Week” table 301 and “Next Week” table 311.Each of these distinct tables contain one or more items. For example,“This Week” table 3301 includes items “Task 1” 302, “Task 2” 304, “Task3” 306, and “Task 4” 308. “Next Week” table 311 includes item “Task 5”312.

Each item may be made up of a plurality of cells categorized by categoryindicators and may include each row being organized by categoryindicators. Category indicators may include values or representationsemployed for purposes of organization or grouping. For example, acategory indicator may include a column heading (e.g., Status, Person,Description, Date, Timeline, and so on). Information associated with acommon category indicator may be attributed to similar characteristics.In an exemplary embodiment where an item is contained in a horizontalrow, the row may include cells associated with category indicators(e.g., column headings) that indicate a type of information that may becontained in that column. For example, an item (e.g., a propertylisting) may include three cells categorized by three categoryindicators (e.g., Status, Person, Address). Each cell associated witheach category indicator may be contain information associated with eachcategory indicator or be formatted by category indicator. For example, acell associated with a Status column may contain status labels such as“Done,” “Working on it,” or “Stuck” and may be formatted to presentthese labels in colors commonly associated with each particular status.The item (e.g., a property listing) may be organized by the categoryindicators in any way according to preference. For example, the item maycontain category indicators in the order of Status, People, thenAddress. The item may also be organized by Address, People, then Status,and by any other manner according to preference or default. Theplurality of distinct tables containing a common category indicator mayinclude two tables having a common column type.

By way of one example, each item (or row of a table), may be organizedby category indicators (e.g., column headings) as shown in FIG. 3. Forexample, each item (Tasks 1-4) of “This Week” table 301 includescategory indicators (e.g., column headings) “Owner” 316, “Status” 318,“Date” 320, “Priority” 322, and “Time Est.” 324. Each item (Task 5) of“Next Week” table 311 includes category indicators (e.g., columnheadings) “Owner” 316, “Status” 318, “Date” 320, “Priority” 322, and“Time Est.” 324.

By way of another example, items in two tables may have a commoncategory indicator (e.g., column heading) in a common interface (e.g.,two distinct tables as table groupings) in FIG. 3. As illustrated inthis example, each item of “This Week” table 301 and “Next Week” table311 contains five columns in common with common category indicators(e.g., column headings), namely, “Owner” 316, “Status” 318, “Date” 320,“Priority” 322, and “Time Est.” 324. Some other embodiments of distincttables may include different combinations and numbers of columns andcategory indicators, but may similarly share a common categoryindicator.

By way of one example, distinct tables of board 300 may contain cellsfor holding values as shown in FIG. 3. As further illustrated in thisexample, cells are defined by intersections of vertical rows (columns)and horizontal rows. The values represented in the cells may includealphanumeric item designations, graphical information, dates such asillustrated in “Date” 320, times as illustrated in “Time Est.” 324, andcombinations of graphics as alphanumerics. In one embodiment, in an itemwhich may be an assigned task, may have a “status” cell containingalternative designation values such as “done”, “stuck”, “working on it”,or any other alphanumeric value that conveys information.

Aspects of this disclosure may include generating a graphicalrepresentation of a plurality of variables within the plurality of cellsassociated with a common category indicator. A graphical representationmay include a chart, graph, symbol, illustration, picture, or othervisualization to visibly depict quantitative or qualitative data. Thedata may be information contained in a plurality of cells associatedwith a common category indicator as previously discussed above. Agraphical representation may include, for example, a pie chart, linegraph, bar chart, a depiction of an object (e.g., a battery) or anyother type of visualization depicting data. A graphical representationmay also include a table. In some embodiments, graphical representationsmay be static or dynamic (e.g., updated and synced to changes made indata in an underlying table). Graphical representations may also beanimated. For example, a graphical representation may include a visualrepresentation of moving objects that each represent particular items ina table or tables. In some embodiments, graphical representations may beinteractive, as further discussed below.

A plurality of variables within the plurality of cells associated withthe common category indicator may include information, data, or valueswithin cells of a common column. For example, in one embodiment, agraphical representation may be a chart of plurality of variables withinthe plurality of cells associated with the common category indicator (abar chart with bars representing values in a common category indicator(e.g., column heading), e.g., A bar graph depicting the number of “Done”and “Incomplete” statuses of assignments).

By way of one example, a graphical representation may include chart 402of FIG. 4. As illustrated in this example, interface 400 depicts chart402 which includes variables (working on it/waiting for review) withinthe plurality of cells associated with the common category indicator“Status” 318. Chart 402 depicts one task with a “waiting for review”status shown in the “waiting for review” bar 404 of the bar chart. Chart402 also depicts two tasks with “working on it” status shown in the“waiting for review” bar 404 of the bar chart.

Aspects of this disclosure may involve a graphical representationincluding a plurality of sub-portions, each sub-portion representing adiffering variable of the common category indicator. A graphicalrepresentation may include a chart or graph to visually displayquantitative or qualitative data, as previously discussed. A graphicalrepresentation may include a pie chart, line graph, bar chart, or anyother type of chart or graph depicting data. A plurality of sub-portionsmay be a part of the graphical representation. For example, if agraphical representation includes a pie chart, a sub-portion may be a“slice” of the pie chart. Similarly, if a graphical representationincludes a bar chart, a sub-portion may be a bar of the bar chart. Asub-portion representing a differing variable of the common categoryindicator may include pieces of the whole graphical representationrepresenting different values or data. For example, if a graphicalrepresentation includes a pie chart for differing statuses of a project,one sub-portion may depict “Complete” tasks and another sub-portion ofthe pie chart may depict “Incomplete” tasks.

By way of one example, a graphical representation may include chart 402of FIG. 4. As illustrated in this example, interface 400 includes chart402 with sub-portions (or bars), each sub-portion (bar) representing adiffering variable of the common category indicator (status). Forexample, in chart 402 “working on it” bar 404 and “waiting for review”bar 406 are sub-portions representing the working on it/waiting forreview cells in the category indicator “Status” column 318. Chart 402depicts one task (“Task 3” 306) with “waiting for review” status shownin the “waiting for review” bar 404 of the bar chart. Chart 402 alsodepicts two tasks (“Task 1” 302 and “Task 2” 304 with “working on it”status shown in the “working on it” bar 406 of the bar chart.

In some embodiments, a chart type selector 410 may enable a user toadapt chart 402 to another chart type (e.g., pie chart, line graph, orany other type of chart or graph depicting data). X-Axis selector 412enables a user to change the X-axis of chart 402. Changing the X-Axisvalues will change the represented data in chart 402. Y-Axis selector414 enables a user to change the Y-axis of chart 402. Changing theY-Axis values will change the represented data in chart 402. Benchmarklines selector 418 enables a user to select various benchmark lines ofchart 402. Boards selector 420 enables a user to select different boardsand tables to use for underlying data for chart 402. By way of anotherexample, a user may select a category indicator/column, such as“Priority” or “Date,” to update chart 402 to present information fromcells of those column.

Aspects of this disclosure may include receiving a selection of asub-portion of the graphical representation. A selection of asub-portion may include any action taken by a user (audio, visual,typographical, clicking, cursor hover, a tap on a touchscreen, or anyother action/method) to choose any area of the graphical representation.For example, if a graphical representation includes a pie chart with asub-portion as a “slice” of the pie chart, selecting a sub-portion mayinclude a user clicking on a slice of the pie chart. Additionally, if agraphical representation includes a bar chart and a sub-portion would bea bar of the bar chart, selecting a sub-portion may include a usertapping on a bar of the bar chart. Receiving a selection may include aserver or system receiving any indication of a selection as describedabove.

By way of one example, a user may click on the “Priority” categoryindicator 322 of FIG. 4 in order to update chart 402 from a chartrepresenting status of Tasks to a chart depicting priority of Tasks (asshown in chart 502 of FIG. 5).

Aspects of this disclosure may include performing a look-up across theplurality of distinct tables for a specific variable associated with thereceived selection. A look-up may include any search function to find avalue. A variable associated with the received selection may be anyvalue or label related to a value or label that a user may have selectedor generated. For example, if the user selected a “Priority” categoryindicator, the system may perform a search across multiple tables forvalues associated with “Priority”, e.g., low, medium, and high priority.

By way of one example, if a user selects the “high” bar 506 of bar chart602 of FIG. 6 with a cursor 614, the system may perform a look-up acrossmany tables, including at least “This Week” table 301 and “Next Week”table 311 of FIG. 5, to identify each instance of “high” in each of thedistinct tables.

In some embodiments at least one processor may, based on the look-up,cause an aggregated display of a plurality of items dissociated from thediffering tables wherein each displayed item may include the specificvariable and variables associated with additional category indicators.

An aggregated display may include a presentation, on an interface, ofitems combined from two or more separate tables from a single user or aplurality of users. An aggregated display may be in an alphanumericformat, graphical format, or a combination thereof. For example, anaggregated display may include a new table with one item from table Aand one item from table B and may generate a new interface showing aseparate table (e.g., an aggregated table) from table A and table B. Inanother example, a system may pull the first row from one table andanother row from another table. In one embodiment, for example, table Aand table B both need a “status” column or share a similar column inorder to aggregate. However, having at least one common column (categoryindicator) does not necessarily require that the tables have the samecolumn structure. In one embodiment, the system may parse out underlyingdata from table A and table B in order to generate an aggregateddisplay. A dissociation from differing tables may include taking apartspecific parts of one table or graph from other parts of the table orgraph. A dissociated table may allow for viewing snippets of one tablewithout the other parts of the table and without original formatting.

As described above, by way of one example shown in FIG. 6, if a userselects the “high” bar 506 of bar chart 602 with cursor 614, the systemmay perform a look-up across many tables, including at least “This Week”table 301 and “Next Week” table 311 of FIG. 5. Based on the look-up, thesystem may provide an aggregated display of items. For example, in FIG.6, aggregated “This Week” table 604 includes original “Task 1” 302 and“Task 2” 304 from the table of FIGS. 3 to 5 but dissociated from the“This Week” table 301 of FIGS. 3 to 5. Further, aggregated “Next Week”table 610 includes original “Task 1” 302 and “Task 2” 304 from the tableof FIGS. 3 to 5 but dissociated from the “This Week” table 301 of FIGS.3 to 5. In yet another example, the aggregated display of items may bean updated chart.

Aspects of this disclosure may include at least one processor configuredto receive selections of multiple sub-portions of the graphical displayand perform a look-up across the plurality of distinct tables forspecific variables associated with the received selections. Receivingselection of multiple sub-portions may be carried out consistent withsome embodiments as previously discussed. For example, in oneembodiment, a user may seek to view multiple portions of a graphicaldisplay (e.g., a pie chart), including the “medium” and “high” priorityitems within the “low,” “medium,” and “high” priority projects. Inanother example, a user may seek to view “Done” AND “Stuck” projects.Or, in another example, a user may seek to view “Done” OR “Stuck”projects.

In some embodiments, the aggregated display includes a new tabledifferent from each of the distinct tables. In some other embodiments,the aggregated display may include a graphical indicator based on apercentage makeup of a characteristic of the plurality of items. By wayof one example, an interface may depict a graphical representation of apercentage (e.g., pie chart) to show what percentage makeup of “Stuck”tasks belong to each team member, or any other characteristic.

In an exemplary embodiment shown in FIG. 6, aggregated “This Week” table604 and “Next Week” table 610 are entirely new tables that are differentfrom the underlying tables the items were originally drawn from (“ThisWeek” table 301 and “Next Week” table 311 of FIGS. 3 to 5). Theaggregated table in FIG. 6 for example only shows items that arecategorized as having high priority.

In one example, in FIG. 5, chart 502 may display items with a specificvariable and variables associated with additional category indicators,such as only showing items that are categorized as having high or mediumpriority, specific variables associated with the additional categoryindicator (priority). In another example, aggregated “This Week” table604 and aggregated “Next Week” table 610 in FIG. 6 only show items thatare categorized as having high priority, specific variables associatedwith the additional category indicator (priority).

In one embodiment, a feedback form may be generated to have employeesanswer questions. A table may be generated to collect responses eachday. Each answer submitted may trigger a new item to be generated on thetable for the present day.

Interface 700 of FIG. 7 depicts Feedback chart 702. Feedback chart 702is a graphical representation of a plurality of variables within theplurality of cells associated with the common category indicator (Time).Items from multiple tables (one for each day of responses) werecollected and grouped into Feedback chart 702. In this case, a user mayselect the Y-Axis of the Chart to depict the number of answers submittedper day. Feedback chart 702 also depicts a breakdown in each bar of thebar chart which shows answers to a “How do you feel” category. Feedbackchart 702 depicts the number of “somewhat disappointed,” “verydisappointed,” not disappointed,” and “neutral” answers to the formquestion. A user may use mouse pointer 712 to click on a portion of theDec 6 '20 bar 706 in order to drill down and seek further detailedinformation on the data that represents the 5 “somewhat disappointed”users 20 “very disappointed” users, the 2 “not disappointed” users, orthe 2 “neutral” users.

After clicking on the “20” “very disappointed” users of Dec 6 '20 bar706, interface 800 of FIG. 8 may populate. Simply hovering over the barmay also populate notification 806 with detailed information on the bar.Chart 802 shows an updated version of the data with simply the “verydisappointed users” shown on the chart. Additionally, interface 800includes aggregated display 808 which is table with items categorized bythe “How do you feel” category indicator 828 with a “very disappointed”variable pulled items from underlying tables. Aggregated display 808 isdissociated from the underlying/differing tables as it is a completelynew table without some data from the underlying tables. Aggregateddisplay 808 includes various answers from users as items 810, 812, 814,816, 818, 820, 822. Each of these items (answers) share a commoncategory indicator.

According to some embodiments, at least one processor may be configuredto receive a sub-selection of the plurality of distinct tables forexclusion from the aggregated display. A sub-selection of the pluralityof distinct tables for exclusion may include an identification of aportion or group of data (e.g., at least one item, at least one column,at least one group associated with an entity) from a table that are notto be used or presented, consistent with some embodiments of thedisclosure. In one embodiment, a user may select tables or portions ortables to exclude from the aggregated display. In some embodiments,following the received sub-selection, the aggregated display may becaused to change to omit items from the excluded tables. For example,once a user selects tables or portions of tables to exclude from theaggregated display, the aggregated display may update to omit theselected items.

For example, a user may select to exclude “Task 3” 306 of “This Week”table 301 as shown in FIG. 5 from the aggregated “This Week” table 604of FIG. 6. As a result “Task 3” is excluded from presentation in thetable 604 of FIG. 6. By another example, a user may select to exclude“Task 2” 304 of “This Week” table 301 of FIG. 5 from the aggregated“This Week” table 604 of FIG. 6. Upon receiving the selection, thesystem may update “This Week” table 604 of FIG. 6 to remove “Task 2”304.

According to some embodiments, at least one processor may be configuredto store the selections as a template. A template may include a sampletable or board that may already include some details or information inplace (such as a fill-in-the-blank form). In one embodiment, a user maybe enabled to save the aggregated display view as a new dashboard (e.g.,user may want a table aggregating all of the “stuck” items).

By way of one example, “This Week” table 604 and “Next Week” table 610of FIG. 6 may be saved as a new template or dashboard. Such a templatewould provide a table with all high priority categorized tasks.

Aspects of this disclosure may include at least one processor that maybe further configured to receive a selection to alter one of theplurality of items of the aggregated display. A selection to alter oneof the plurality of items of the aggregated display may include anyaction or indication to update any cell on the aggregated display.Altering may include the addition, modification, or deletion ofinformation contained partially or entirely by an item in order toupdate any cell. In one embodiment, the system may enable a user toclick on a cell of the aggregated table to change a status of an item.

By one example, a user may select the “Status” cell of “Task 2” 304 ofaggregated “This Week” table 604 of FIG. 6 in order to change the statusfrom “Working on it” to “Complete.” By another example, a user may additems to underlying tables or aggregated tables via, for example, addbuttons 310 and 314 of FIG. 3, add button 514 of FIG. 5, and add button606 of FIG. 6.

Aspects of this disclosure may include outputting a display signal tore-render the aggregated display of the plurality of items in responseto the selection to alter one of the plurality of items. A displaysignal may include any electronic signal or instruction to cause anaction that results in a display, rendering, regarding-rendering orprojection of information. Re-rendering may include any manner ofrefreshing, re-displaying, or re-projecting information as a result ofan alternation of information. In one embodiment, once a user selects toalter one of the items, the aggregated display may update to display thechanges.

For example, a user may select the “Status” cell of “Task 2” 304 ofaggregated “This Week” table 604 of FIG. 6 in order to change the statusfrom “Working on it” to “Complete.” In response to the selection tochange “Working on it” to “Complete,” the system may output a displaysignal to re-render (or update) the aggregated display of the pluralityof items.

In another example, if a user changes “Priority” of “Task 2” 304 ofaggregated “This Week” table 604 of FIG. 6 from “High” to “Low,” thenthe change would cause the aggregated table to re-render without thatchanged item because it no longer meets the selection (high prioritytable).

FIG. 9 illustrates a block diagram of method 900 performed by aprocessor of a computer readable medium containing instructions,consistent with some disclosed embodiments. In some embodiments, themethod may include the following steps.

Block 902: Maintain the plurality of distinct tables, wherein eachdistinct table contains a plurality of items, with each item being madeup of a plurality of cells categorized by category indicators, andwherein the plurality of distinct tables contain a common categoryindicator.

In some embodiments, two boards may each include various items with atleast a shared category indicator (e.g., Priority column).

Block 904: Generate a graphical representation of a plurality ofvariables within the plurality of cells associated with the commoncategory indicator, the graphical representation including a pluralityof sub-portions, each sub-portion representing a differing variable ofthe common category indicator. In some embodiments, the system maygenerate a graphical representation (either a chart or another table)using the cells from different tables that have a shared categoryindicator (e.g., Priority column).

Block 906: Receive a selection of a sub-portion of the graphicalrepresentation. In some embodiments, the system may receive a selectionfrom a user that would like to drill-down or see a specific portion ofthe graphical representation (e.g., High priority cells of the Prioritycolumn).

Block 908: Perform a look-up across the plurality of distinct tables fora specific variable associated with the received selection. In someembodiments, the system may search the various underlying tables for thespecific cell value associated with the selection (e.g., high prioritycells in different tables).

Block 910: Based on the look-up, cause an aggregated display of aplurality of items dissociated from the differing tables, wherein eachdisplayed item includes the specific variable and variables associatedwith additional category indicators. In some embodiments, the system maygenerate a new aggregated table with data of interest from differenttables.

Aspects of this disclosure may relate to syncing data between a firstplatform and a third-party application, including methods, systems,devices, and computer readable media. For ease of discussion, anon-transitory computer readable medium is described below, with theunderstanding that aspects of the non-transitory computer readablemedium apply equally to systems, methods, and devices. For example, someaspects of such a non-transitory computer readable medium may containinstructions that when executed by at least one processor, causes the atleast one processor to perform a method via tablature. The term“tablature” may refer to a tabular space, surface, or structure. Suchspaces, surfaces, or structures may include a systematic arrangement ofrows, columns, and/or other logical arrangement of regions or locationsfor presenting, holding, or displaying information.

In some embodiments, the system may enable users to connect boards froma first platform for data management to third-party applications andsync data in both directions. To facilitate the exchange, a frame may beopened within the first platform to enable viewing and editing of thethird-party application in the third-party application's native format.Then, changes made in the native format may automatically sync to tablessharing that information in the first platform.

Aspects of this disclosure may include accessing a first platform thatdisplays a first set of data in a first format. In some embodiments, atable may involve an arrangement of various cells. The cells may bearranged in horizontal and vertical rows (also referred to as rows andcolumns). Cells may be defined by intersections of rows and columns.Various rows or columns of the table may be defined to representdifferent projects, tasks, objects, or other items, as well ascharacteristics of such items. For example, a horizontal row mayrepresent an item and a vertical row may represent a status (which is acharacteristic associated with the item.). In some embodiments, theitems in the table may be unifying rows or columns that representprojects, tasks, property, people, or any object, action, or group ofactions that may be tracked. Additionally, the table, which may also bereferred to as a board, include a matrix, or any grouping cellsdisplaying various items. Some examples of items in the table mayinclude workflows, real estate holdings, items for delivery, customers,customer interactions, ad campaigns, software bugs, video production,timelines, projects, processes, video production, inventories,personnel, equipment, patients, transportation schedules, resources,securities, assets, meetings, to do items, financial data,transportation schedules, vehicles, manufacturing elements, workloads,capacities, asset usage, events, event information, construction taskprogress, or any other objects, actions, group of actions, task,property or persons. A table may be considered distinct from anothertable if at least one of a row, column, contained information, orarrangement differs from that of another table.

A platform may include an application, system, or other instrumentalitythat supports or provides functionality. It may include, for example, orset of software with a surrounding ecosystem of resources. In oneembodiment, a first platform may be a data management and projectmanagement platform. Accessing a platform may include one or more ofgaining access to functionality, such as software, retrievinginformation that enables such access, generating a platform, viewing aplatform, or being provided a platform. A set of data may include acollection of qualitative and/or quantitative information. A format mayinclude the way in which something is arranged or set out. For example,the format may be the tabular platform format. A first format mayinclude formatting native to a first platform (such as a data managementplatform's tablature or table structure). A second format may includethe native formatting of a second platform (such as a third-partyapplication's platform's table structure, or any other platform hostingdifferent information).

Aspects of this disclosure may include accessing a second platform thatmay display a second set of data in a second format. The definitions ofa platform, accessing a platform and format, as described above inconnection with the first platform applies equally to the secondplatform. However, the specific functionality associated with eachplatform may vary. In one embodiment for example, a first platform maybe a data management and project management platform, while a secondplatform may be any third-party application platform. A set of data mayinclude a collection of qualitative and/or quantitative information. Insome embodiments, the first and second sets of data may be the samedata. In another embodiment, the first and second sets of data may bedifferent data. While a first format of a first platform may bedifferent from a second format of a second platform, the first andsecond formats of the first and second platforms may also be the same.

In one embodiment, a first format may include formatting native to afirst platform (such as a data management platform's tablature), and asecond format may include formatting native to a second platform (suchas a third-party application's platform's tablature). In someembodiments, the first and second platforms may share the same orsimilar formats. In another embodiment, the first and second formats maydiffer.

Aspects of this disclosure may include linking a first set of data witha second set of data to enable migration of the first set of data to thesecond platform and the second set of data to the first platform.Linking data may include connecting, joining, coupling, or associatingone set of data with another set of data. Migration of data may includemoving, transferring, or copying of data from one location to anotherlocation. In one embodiment, linking data and migrating data may includesyncing data via an automation set up by a user on the first or secondplatforms. The automation may include syncing in both directions(syncing data from the first platform to the second platform as well assyncing data from the second platform to the first platform). While sucha system may introduce potential for a loop, the system may include amechanism to address that issue. For example, where changes have beentriggered by the first platform, the system may add an identifier to thechange. Then, by checking for the identifier, the system may be notifiedto not continue into a loop (not trigger another change). For example,if one platform triggers a data change, the system may be configured tostop the loop of repeating the same data change.

Aspects of this disclosure may involve linking a first set of data witha second set of data by including mapping a data type from the first setof data to a data type from second set of data. Mapping may include aprocess of matching fields from one set of data to another. Mapping mayalso include a process of creating matching fields between two distinctdata models, and/or facilitating data migration, data integration, andother data management tasks. Mapping may occur automatically accordingto a determination by the system or may occur manually by a user. A datatype may include a particular data characteristic, including anindicator of its substance, form, or storage. For example, acharacteristic may relate to how data is stored, viewed, and organized.In one embodiment, a data type may refer to any column type in a table.For example, if a change occurs on a first platform, the change may bereflected in the data on the second platform after the linking/mappingoccurs. In one embodiment, linking the first set of data with the secondset of data may include mapping a data type from the second set of datato a data type from first set of data. For example, if a change occurson a second platform indicating a change in a project status, the changemay be reflected in the data on the first platform after thelinking/mapping occurs to reflect a change as a result of the projectstatus change.

In some embodiments, linking a first set of data with a second set ofdata may occur as a result of an input to a logical sentence structure,wherein at least one processor may be configured, in response to receiptof an input, to regulate a syncing of the second data set with the firstdata set. An input may include something that is provided or given to acomputing device (e.g., when a computer or device receives a command orsignal from outer sources such as a user or information update). Alogical sentence structure may include a user-defined rule (e.g., anautomation) that may perform a logical function that may depend on acondition being met. Regulating may include controlling or maintaining asyncing. Syncing of data may include a transfer of data between two ormore locations (e.g., platforms) so that one or both containsoverlapping information with the other. Syncing may preferably occurcontinuously. In some other embodiments, syncing may be triggered bycertain actions or may occur periodically.

FIG. 10 illustrates an example of an interface with a user-definedautomation for syncing data between a first platform and a third-partyapplication (e.g., a second platform). Interface 1000 of FIG. 10 depictslogical sentence structure 1002. As shown in FIG. 10, logical sentencestructure 1002 is a user-defined rule that may perform a logicalfunction. The user may click on the “Add to Board” button 1004 to savethe logical sentence structure 1002 and have the system perform theassociated logical function. Specifically, logical sentence structure1002 of FIG. 10 provides, “when an item is created or updated, create anissue in Project (e.g., a user selected project/board/table) of thistype (e.g., a user-selected type) with these fields (e.g., auser-selected field as shown in FIG. 11), and sync all future changesfrom this board.”

In another embodiment, the logical sentence structure may provide, “syncall changes from this board,” and all cells may be linked with thecurrent fields from the second platform and any future changes may alsobe linked. Other exemplary logical sentence structures may include “syncall changes from [Board A of internal platform] to fields from[third-party application],” “sync some changes from [Board A of internalplatform] to fields from [third-party application],” “sync all changesbetween [Board B of internal platform] with fields from [third-partyapplication] and [second third-party application],” “sync some changesbetween [Board A of internal platform] with fields from [third-partyapplication],” and more. Syncing may be dependent on an item beingadded/updated to a board, a time of day, a date, or any event that mayoccur. Portions of logical sentence structures may be user-selected. Forexample, the user may select “Project” to be a certain board, “type” tobe a certain column style, and “fields” to be particular fields.

By way of one example, FIG. 11 illustrates an embodiment of an interfacefor selecting fields of the user-defined automation of FIG. 10.Interface 1100 of FIG. 11 depicts selection interface 1102 where a usermay select the “fields” from logical sentence structure 1002 (e.g., anautomation). As shown in FIG. 11, a user may select particular columnsfrom the board (fields associated with a column of the first platform)that will populate in a third-party application and vice versa (fieldsfrom the third-party application that will populate fields of the firstplatform) for two-way syncing. Logical sentence structure 1002 provides“When an item is created or updated, create an issue in Project (alreadyselected by the user) of this type (already selected by the user) withthese fields (in selection process using selection interface 1102 ofFIG. 11), and sync all future changes from this board.” Specifically,the user-selected cells of Summary 1104 of the first platform maypopulate in the cells of “Abcd Project Summary” 1114 of the secondplatform during syncing, and cells of “Abcd Project Summary” 1114 of thesecond platform may populate in the cells of Summary 1104 of the firstplatform during syncing. Additionally, the user-selected cells ofPriority 1106 of the first platform may populate in the cells of “AbcdProject Priority” 1116 of the second platform during syncing, and cellsof “Abcd Project Priority” 1116 of the second platform may populate inthe cells of Priority 1106 of the first platform during syncing.Further, when a user selects the cells of Description 1108 of the firstplatform, those selected cells of Description 1108 may populate thecells of “Abcd Project Description” 1118 of the second platform duringsyncing, and cells of “Abcd Project Description” 1118 of the secondplatform may populate the cells of Description 1108 of the firstplatform during syncing.

In one embodiment, when defining particular fields to use (e.g.,mapping) from one platform to another platform, a user may selectmultiple columns from a first platform's table to combine into a columnin a second platform (or vice-versa). For example, a user may insert“(Summary cell value)−(Priority cell value)” into the “Project Summary”column of the second platform (e.g. “Summary 1—High” may populate in thesecond platform).

By way of one example, FIG. 12 illustrates an embodiment of an interfacewith a new table on a first platform which may link and migrate a firstset of data from the first platform to a second set of data from asecond platform. Interface 1200 of FIG. 12 depicts board 1202 within thefirst platform displaying a first set of data. The data may includeinformation contained in the cells of columns associated with Summary1104, Priority 1106, and Description 1108. Board 1202 includes eightitems: “item 1” 1204, “item 2” 1206, “item 3” 1208, “item 4” 1210, “item5” 1212, “item 6” 1214, “item 7” 1216, and “item 8” 1218. Board 1202further includes “Add Button” 1220 to add new items to the board. Board1202 also includes “Abcd issue” column 1222 because logical sentencestructure 1002 of FIG. 10 indicated the system may generate an issue inboard 1202 (Project) when an item is created or updated.

FIG. 13 illustrates an example of an interface 1300 where a user may adda new item to thereby enable alteration of a second set of data in asecond platform through manipulation of the interface of data in thefirst platform (e.g., the platform containing interface 1300). Interface1300 of FIG. 13 depicts a board 1202 within the first platformdisplaying a first set of data. The first set of data is slightlymodified from the first set of data presented on interface 1200 of FIG.12 in that interface 1300 includes New Item 1302 as a result ofselecting the “add” button 1220 of FIG. 12.

The cells associated with New Item 1302 are populated (“Summary” cell isfilled with “Summary 9,” “Priority” cell is filled with “High,” and the“Description” field is filled with “Description 9”).

Once cells of “New Item” 1302 are changed or updated, the changes aresynced to the third-party application (e.g., altering the second set ofdata in the second platform as a result of altering data in the firstplatform). Data in the cells of “New Item” 1302 through “Summary,”“Priority,” and “Description” cells may be linked and migrated with Abcd(e.g., a synced third-party platform or application). Accordingly, thedata in second platform (Abcd) and the first platform may besynchronized for information contained in “New Item” 1302. FIG. 13 andFIG. 15 portray a migration of the first set of data to the secondplatform.

Aspects of this disclosure may include enabling a first platform tosimultaneously display a second set of data in a second format.Simultaneously displaying data may include presenting information at thesame time or near same time. In one embodiment, a first platform maydisplay a first set of data in a first format at the same time as thesecond platform displaying the second set of data in the second formatby designating a portion of a display for the first platform and adifferent portion of a display for the second platform. The displays ofthe first and second platforms may be completely distinct, or oneplatform may partially or completely be presented over the otherplatform in the display. For example, the first and second platforms maybe simultaneously displayed with an evenly split presentation in adisplay. In another example, the first platform may be displayed in thebackground while the second platform may be displayed as an iframe orsmaller window that overlays the presentation of the first platform.

FIG. 13 illustrates an example of an interface for providing a hyperlinkto cause a presentation of a frame (e.g., an iframe or window) of thesecond platform within the first platform. Interface 1300 of FIG. 13depicts board 1202 within the first platform displaying a first set ofdata. In the “Abcd Issue” column 1222, hyperlink 1304 provides a link tothe second platform (e.g., Abcd). The hyperlink may provide a frame 1502of the second platform within the first platform to simultaneouslydisplay the second set of data in the second format and the first set ofdata in the first format as shown in FIG. 15.

FIG. 14 illustrates an example of an interface with a first option toprovide a frame of the second platform within the first platform.Interface 1400 of FIG. 14 depicts board 1202 within the first platformdisplaying a first set of data and a menu 1402 for selection. Menu 1402includes a “Show in Abcd” option 1404 for selection. If a user selects“Show in Abcd” option 1404, the system may then provide a frame (e.g.,an iframe or window) of the second platform (e.g., Abcd) within or ontop of the first platform to simultaneously display data from the firstand second platforms, as shown in FIG. 15.

Furthermore, data from board 1202 of FIG. 14 (e.g., data of a firstplatform) has been updated and synced (linked and migrated) with thedata from Abcd (e.g., a second platform). Specifically, “item 1” 1204 ofFIG. 14 includes updated data that is different from data in theoriginal “item 1” 1204 of FIG. 12. Data contained in cells of “item 1”1204 for the “Summary,” “Priority,” and “Description” cells have beenupdated because of a synchronization with data contained in Abcd (samefor “item 2” 1206, “item 4” 1210, and “item 6” 1214). Accordingly, thedata in second platform (Abcd) and the first platform are matching as aresult of the synchronization. Thus, FIG. 14 portrays a migration of thesecond set of data to the first platform.

Aspects of this disclosure may involve enabling a first platform tosimultaneously display a second set of data in a second format includingproviding a frame within the first platform in which the second platformis displayed. A frame may include an iframe, window, pop-up, module, orany other display structure or format. Aspects of this disclosure mayinclude that the frame is an iframe. An iframe may include an in-lineframe or a floating frame which may appear on a presentation in adisplay and enable new presentations of information to be opened within(and appearing on top of) a main platform (e.g., a main page orapplication). In one embodiment, a system may link two differentplatforms that may display data differently. The two platforms may sharedata, but the data need not be identical. A user in platform A may makea “call” or send a request to view or access the data from platform B.The data may be displayed on top of platform A in a shared or commonview. The shared view may be a pop-up window, a card view on the screen,a split screen, or in any other format. Rules may be implemented on thefirst platform through automations and integration logic sentences.These rules may connect the data between the two different platforms bysynchronizing the data between the platforms in response to a conditionbeing met (e.g., when an alteration to information contained in a cellis detected). Data from an external source (e.g., the second applicationor platform) may be simultaneously visible with the data of the firstplatform. In another aspect of the disclosure, the system may beimplemented by using a column (e.g., of a first platform) that storeslinks in each cell that lead to a third-party web page or platform(e.g., the second platform). Clicking on the link might not necessarilyretrieve a separate page of the second platform; instead, a view of thethird-party software may open from the first platform, on the firstplatform or otherwise simultaneously with the first platform. Data maybe synced in both directions between the first platform and the secondplatform or just in a single direction. In some embodiments (e.g., suchas stock market data), there may be a one-way synchronizationconfiguration where the system merely pulls data from the secondplatform into the first platform.

FIG. 15 illustrates an example of a presentation of an interface with aframe of a second platform within/on top of a first platform. Interface1500 of FIG. 15 depicts a presentation of board 1202 within the firstplatform and depicts a presentation of iframe 1502 with a secondplatform table 1504 (e.g., a Abcd table or any other third-partyapplication displaying the second set of data in a second format). Theiframe 1502 may contain the second platform within or on top of thefirst platform in the display as shown in FIG. 15. Data from board 1202and Abcd table 1504 are synced. Any update of Abcd table 1504 willupdate board 1202 and any update of board 1202 will update Abcd table1504 within interface 1500 (and in other applications where both sets ofdata are displayed individually).

Aspects of this disclosure may include enabling alteration of a secondset of data in a second platform through manipulation of a simultaneousdisplay of the second set of data in a first platform. Alteration ofdata may include modifying or updating any information through addition,destruction, rearrangement, or a combination thereof. Manipulation of asimultaneous display of data may include the use of or interaction withan interface presenting information from one or more platforms orapplications at the same or near same time. In one embodiment, enablingalteration of the second set of data may include changing thethird-party data from within the third-party application by manipulatingthe third-party application data while operating from the first platformor application.

By way of one example with regards to FIG. 15, a user may alter data inan exemplary Abcd table 1504 (e.g., a second platform) and enablealteration of information contained on board 1202 (e.g., data from afirst platform). The user may further alter data of board 1202 andenable alteration of Abcd table 1504 within interface 1500 of the firstplatform (and on other webpages or applications where both sets of dataare displayed individually).

Some embodiments may involve enabling alteration of a second set of datain a second platform through manipulation of a simultaneous display ofthe second set of data in a first platform including enabling editingwithin the frame. Editing within a frame may include modifying,correcting, or otherwise changing (e.g., adding, subtracting,rearranging, or a combination thereof) information inside the bounds ofan iframe, window, pop-up, module, or any other frame of a platform orapplication. In one embodiment, a user may change data in a third-partyapplication pop-up or portal within a first platform. As a result, thesystem may update the corresponding data on the second platform.

FIG. 13 illustrates an example of an interface of the first platformwith a hyperlink 1304 to provide a frame of the second platform withinthe first platform as shown in FIGS. 14 and 15 and as previouslydiscussed above. Clicking on the connection link may open a frame of theintegrated third-party on top of the first platform. The user may editin both platforms simultaneously and cause both platforms to be updatedor otherwise synchronized in real-time. An edit in the first platformmay result in a corresponding edit in the third-party platform (secondplatform), which maybe viewable on the open frame presenting the firstplatform. In another embodiment, clicking on the connection link mayopen a frame of the integrated third-party (e.g., the second platform)separately from the first platform.

Some embodiments may involve, in response to receiving an alteration,syncing a second set of data as altered via a first platform with afirst data set. Receiving an alteration may include the system receivinga signal or request indicative of any change in an interface of anapplication or platform. Syncing may include a process of establishingconsistency among data from a source to a target data storage and viceversa and the continuous harmonization of the data over time. Forexample, syncing may involve a duplication of a first set of data to asecond set of data when a modification is detected in the first set ofdata. In another example, syncing may involve copying the alterationitself (e.g., a deletion action) and applying it to the unmodified dataonce the alteration is detected. In one embodiment, data may be syncedin both directions between the first platform and the second platform.In some other embodiments, the system may include just one-way syncingbetween the first and second platforms where the system may merely pulldata from one platform to the other by transferring information ofcopying information.

Aspects of this disclosure may include, while the second platform may besimultaneously displayed, exporting changes made to a first set of datato a second platform such that the simultaneous display of a second setof data is updated in real time. Simultaneous display may include thepresentation of information from multiple sources at the same time aspreviously discussed above. Exporting changes may include taking newlyaltered data from one application or computer system to another throughcopying and replacing original data with the newly altered data ortransferring the alteration to apply the same to unaltered data.Updating in real time may include providing the latest updatedinformation at the same time or near same time when an update is made.In some embodiments, changes in data are updated in real-time.

By way of one example in FIG. 15, any update of Abcd table 1504 willupdate board 1202 in real-time and any update of board 1202 will updateAbcd table 1504 in real-time within interface 1500.

FIG. 16 illustrates a block diagram of method 1600 performed by aprocessor of a computer readable medium containing instructions,consistent with some disclosed embodiments. In some embodiments, themethod may include the following steps:

Block 1602: Access a first platform that displays a first set of data ina first format. In some embodiments, a user may access a data managementplatform and view data in a first format (native format of datamanagement platform).

Block 1604. Access a second platform that displays a second set of datain a second format. In some embodiments, a user may access a third-partyplatform and view another set of data in a second format (native formatof third-party platform).

Block 1606: Link the first set of data with the second set of data toenable migration of the first set of data to the second platform and thesecond set of data to the first platform. In some embodiments, thesystem may connect link both sets of data to allow for two-way syncingof the data between the two platforms.

Block 1608: Enable the first platform to simultaneously display thesecond set of data in the second format. In some embodiments, the datamanagement platform may display the second set of data in the secondformat (native format of the third-party application) by using aniframe.

Block 1610: Enable alteration of the second set of data in the secondplatform through manipulation of the simultaneous display of the secondset of data in the first platform. In some embodiments, the user mayalter the second set of data in the third-party application via theiframe presented in the data management platform.

Block 1612: In response to receiving an alteration, sync the second setof data as altered via the first platform with the first data set. Insome embodiments, the system may sync the data among both platforms uponreceiving the alteration via the iframe presented in the data managementplatform.

Aspects of this disclosure may relate to a workflow management systemfor triggering table entries characterizing workflow-relatedcommunications occurring between workflow participants, includingmethods, systems, devices, and computer readable media. For ease ofdiscussion, a system is described below, with the understanding thataspects of the system apply equally to non-transitory computer readablemedia, methods, and devices. For example, some aspects of such a systemmay include at least one processor configured to perform a method viatablature. The term “tablature” may refer to a tabular space, surface,or structure. Such spaces, surfaces, or structures may include asystematic arrangement of rows, columns, and/or other logicalarrangement of regions or locations for presenting, holding, ordisplaying information. The system may include a data managementplatform with integrated communication capabilities (e.g., Zoom callfunctionality). The data management platform may log communications(external or external calls) within the data management platform. Forexample, when a communication session is scheduled or when acommunication session ends, the data management platform's system maygenerate a new row in a table, memorializing the communication sessionand displaying any metadata associated with and/or stored from thecommunication session.

Aspects of this disclosure may include presenting a table via a display,the table containing rows and columns defining cells, the rows and cellsbeing configured to manage respective roles of the workflowparticipants. A table may be an organized collection of stored data. Forexample, a table may include a series of cells. The cells may bearranged in horizontal and vertical rows (also referred to as rows andcolumns). Cells may be defined by intersections of rows and columns.Various rows or columns of the table may be defined to representdifferent projects, tasks, objects or other items, as well ascharacteristics of such items. For example, a horizontal row mayrepresent an item and a vertical row may represent a status (which is acharacteristic associated with the item.). In some embodiments, theitems in the table may be unifying rows or columns that representprojects, tasks, property, people, or any object, action, or group ofactions that may be tracked. Additionally, the table, which may also bereferred to as a board, may include a matrix, or any grouping cellsdisplaying various items. Some examples of items in the table mayinclude workflows, real estate holdings, items for delivery, customers,customer interactions, ad campaigns, software bugs, video production,timelines, projects, processes, video production, inventories,personnel, equipment, patients, transportation schedules, resources,securities, assets, meetings, to do items, financial data,transportation schedules, vehicles, manufacturing elements, workloads,capacities, asset usage, events, event information, construction taskprogress, or any other objects, actions, group of actions, task,property or persons. A table may be considered distinct from anothertable if at least one of a row, column, contained information, orarrangement differs from that of another table. A display may includeany interface such as a graphical user interface, a computer screen,projector, or any other electronic device for a visual presentation ofdata. At least one processor may be configured to present a table via adisplay if at least one processor outputs signals which result in atable being presented via the display. Workflow participants may includeany individuals or entities associated with a communication session. Forexample workflow participants may include individuals scheduled to be ona call, individuals who were actually on the call, a host of a call, orany other entity associated with the call (e.g., a conference call IDfor a group of individuals).

By way of one example with respect to FIG. 17 and FIG. 18, a user maydefine a communications rule (e.g., via an automation) that may interactwith a table presented via a display. The communications rule may definehow cells of a table may be configured and populated. FIG. 17 and FIG.18 illustrate an exemplary interface that may enable a user to customize(e.g., by selecting various prompts) to associate a communications rulewith a cell and trigger the generation of new table entries or modifyingexisting table entries to characterize communications that may occurbetween workflow participants. Specifically, FIG. 17 depicts interface1700 which includes communications rule 1702 instructing the system togenerate a new item (or row) in a table when a Zoom meeting isscheduled. A user may click any condition (e.g., definable variable) ofcommunications rule 1702 in order to further define the rule (e.g., pickoptions to define the definable variable fields). For example, FIG. 18illustrates interface 1800 with menu 1802 enabling a user to selectvarious prompts to associate the communications rule with a cell (ormultiple cells in a column or row) and trigger the generation of new ormodified table entries characterizing workflow-related communicationsbetween workflow participants. Specifically, menu 1802 may enable a userto configure specific fields from a video communications platform (suchas Zoom) for populating cells or columns of the user's board. In FIG.18, the user has selected “Meeting Name” to populate cells of a “Name”column 1804 of the user's board (e.g., a board as illustrated in FIG.19), “Meeting Host” to populate cells of “Host” column 1806, “MeetingParticipants” to populate cells of “Participants” column 1808, “MeetingDuration” to populate cells of “Duration” column 1810, and “MeetingTranscript” to populate cells of “Transcript” column 1812. FIG. 18 alsoillustrated an exemplary interface for the user to select “MeetingAgenda” from a pick list to populate cells of a “Status” column 1814 ofthe user's board (e.g., a board as exemplified in FIG. 19).

In some embodiments, the table may be configured to track due dates andstatuses of items associated with a workflow. Tracking due dates ofitems may include monitoring or maintaining a log of dates that may becompared to a current date. Tracking statuses of items may includemonitoring or maintaining a log of statuses or progress. For example,the system may monitor and track due dates and statuses of items to acurrent date to determine whether specific items are overdue (e.g., thecurrent date is after a due date and the status is not “done”). In someembodiments, the processor may be configured to associate acommunication with a specific one of the items and link an object to thespecific one of the items. Associating a communication with an item mayinclude linking a video/audio communication with an item in a table. Forexample, a communication may include any message such as a graphic,comment, or any annotation that may be stored in a cell that isassociated with a particular item. The communication may include a linkthat may be activated to access an object in a table of the system or toa third-party application. Linking an object to an item may includeassociating or connecting an object and a row. As with other linkingfunctions described herein, linking an object to an item may occurthrough computer code that establishes a connection between the objectand the item.

By way of one example, objects of item 1922 of FIG. 19 include onespecific host, two participants, duration of ‘to be determined,’ nomeeting transcript (because the meeting was live and not completed), ascheduled duration of 60 minutes, no recording link (because the meetinghas not been completed), and Active Link 1924 (because the meetingparticipants may still join the video communication). Each of theobjects in this row are associated with item 1922.

Aspects of this disclosure may include presenting on a display at leastone active link for enabling workflow participants to join in a video oran audio communication. An active link may include a functioninghyperlink that may be activated or triggered to access data within thesystem or external to the system. In some embodiments, an active linkmay include a button that may be activated by a cursor selection, acursor hover, a gesture, or any other interaction with the button.Presenting at least one active link on a display may include presentingthe link as a graphic (e.g., an icon that may be static or animated), astext (e.g., a URL), or any combination thereof. An audio communicationmay include any transmission of data using technology for the receptionand transmission of audio signals by users in different locations, forcommunication between people in real time (e.g., a phone call via Zoom,Teams, or WebEx). A video communication may include any transmission ofdata using technology for the reception and transmission of audio-videosignals by users in different locations, for communication betweenpeople in real time (e.g., a video call via Zoom, Teams, or WebEx).

In some embodiments, the at least one active link may be associated witha particular row in the table. Associating an active link with a row mayinclude linking a functioning hyperlink with an item or row in a table.In another embodiment, the active link may be associated with aparticular cell in the table. For example, a system may include linkinga functioning hyperlink with a cell or particular row by storing thehyperlink in a particular cell. The hyperlink may be presented in thecell or particular row, or may merely be associated through anautomation that activates the hyperlink in response to a condition beingmet in that particular cell or row.

In some exemplary embodiments, the video or audio communication may beprovided via an application linked via an active link. For example, avideo or audio communication (such as a Zoom or Teams call) may beprovided to a user via a presentation of a hyperlink within a cell of atable. If the user clicks on the hyperlink, the user's display mayprovide the video or audio communication within the original application(e.g., the application displaying the hyperlink in the table) or in anexternal application.

Aspects of this disclosure may involve logging in memory,characteristics of a communication including identities of the workflowparticipants who joined in the communication. Logging in memory mayinclude storing data in a local or remote repository for later access.Characteristics of a communication may include any data or metadataassociated with a communication. Non-limiting examples of communicationcharacteristics may include sent text messages, transcripts ofconversations, meeting duration, action items, participant IDs, numberof messages transmitted by each participant, date and time of thecommunication, or any other information that may be discerned from acommunication or meeting, as discussed further below. Identities of theworkflow participants may include any identifying information of people(such as name, image, or email address).

FIG. 19 illustrates an example of interface 1900 with videocommunication interface 1901 and table 1904 with objects (or cells)containing the characteristics of the video communication. Videocommunication interface 1901 may include exemplary meeting functionssuch as “mute,” “start video,” “participants list” 1902, “share screen,”“chat” 1903, “leave meeting,” and more. Metadata from “participantslist” 1902 and “chat” 1903 may be used to log in memory characteristicsof the communication, including identities of the workflow participantswho joined in the communication (participant list and chat transcript).The logged characteristics may also be presented in table 1904.

Table 1904 includes rows and columns defining cells, the rows and cellsbeing configured to manage respective roles of the workflowparticipants. Specifically, table 1904 includes item 1906 relating tocharacteristics of a “Finance Meeting” communication, item 1908 relatingto characteristics of a “Sales Call” communication, item 1910 relatingto characteristics of a “Team Meeting” communication, item 1912 relatingto characteristics of a “Zoom Happy Hour” communication, item 1914relating to characteristics of a “Fall Review” communication, item 1916relating to characteristics of a “Brainstorming” communication, item1918 relating to characteristics of a “Launch Meeting” communication,item 1920 relating to characteristics of a “Client Call” communication,and item 1922 relating to characteristics of a “Zoom Meeting”communication. Each of these items may have been generated at the start,end, or during a communication (e.g., video, audio, or a combinationthereof). The communication characteristics may be logged in memory andmay also be stored in table 1904 while a communication is on-going or atthe conclusion of the communication.

Characteristics of the video communications in table 1904 includelisting the name, host, participants, meeting duration, meetingtranscript, meeting scheduled duration, meeting recording, and meetingJoin URL. Active Link 1924 is a functioning hyperlink where users mayclick to join a scheduled Zoom Meeting (video communication). Forexample, item 1914 relating to characteristics of a “Fall Review”communication lists characteristics including a specific host, twoparticipants, duration of 34 minutes, a meeting transcript, a scheduledduration of 30 minutes, a recording link, and no join URL active link(because the meeting has already taken place). Additionally, item 1922relating to characteristics of a “Zoom Meeting” communication listscharacteristics of the video communication including a specific host,two participants (as of the time of the presentation of table 1904 inFIG. 19), duration of ‘to be determined,’ no meeting transcript (becausethe meeting has live and not completed), a scheduled duration of 60minutes, no recording link (because the meeting has not been completed),and Active Link 1924 (because the meeting participants may still jointhe video communication). In some embodiments, item 1922 relates tovideo communication in video communication interface 1901 which iscurrently taking place. Metadata from “participants list” 1902 and“chat” 1903 of video communication 1901 may be used to log in memory,characteristics of the communication in table 1904 in real-time or oncethe communication is completed.

By way of one example, FIG. 20 illustrates interface 2000 with sixactive communications rules which define the characteristics ofcommunications that are stored in memory. Specifically, communicationsrule 2002 recites, “When starting a meeting on Microsoft Teams, createan Item and sync meeting details”; communications rule 2004 recites,“When a participant joins any meeting before the host, notify someoneand store the time”; communications rule 2006 recites, “When aparticipant is waiting for the host on any meeting, notify someone andstore the time”; communications rule 2008 recites, “When status of aMeeting changes from something to something else, send an email tomeeting participants and sync meeting changes”; communications rule 2010recites, “When any meeting ends, create an item storing participantidentification, start and end time stamps, conversation transcript, andconversation duration”; and communications rule 2012 recites, “When anymeeting ends, create an item storing a list of key words spoken in thecommunication.” Using each of the communications rules displayed in FIG.20, the system may pull all data (metadata or characteristics of thecommunication), log the data memory, and generate an object associatedwith the table to display the collected data from the communication.

In some embodiments, a system may log in memory any informationretrievable from metadata of a video communication. Once all the data ispulled in and stored on the board, the data may be used in many otherways by the user. For example, the data may be migrated to other boards,the user may set up different ways to view the data, and the user mayanalyze the data for any purpose.

In some embodiments, if the video communication includes one or morebreakout rooms, the system may generate one or more subitems for eachbreakout room in the table providing any characteristics of thecommunication (e.g., show who was in each breakout room and for whatduration).

Aspects of this disclosure may involve characteristics of acommunication further including at least one participant identification,start and end time stamps, a conversation transcript, a conversationduration, a list of key words spoken in the communication, or statisticsrelated to participants. Participant identification may include anyidentifying information of people (such as name, image, or emailaddress). Start and end time stamps may include start and end timeindicators of a meeting (e.g., graphical or numerical or a combinationthereof) or timestamps associated with someone joining meeting andleaving meeting. A conversation transcript may include an audiorecording or video recording of the meeting, transcription of the audio,or the chat entries during the communication. A conversation durationmay include the length of time of the communication or the length oftimes each participant participated in the communication. A list of keywords spoken in the communication may obtained via speech recognitionsoftware, such as a speech to text API, or any other suitable mechanismfor deriving text from speech. The list of key words may include adirectory of each of the words used during the call based on frequencyused per person or per call. Key words may be determined by a systemlook up in the directory or may be manually marked by participantsduring the communication such as through a bookmark or flag. Statisticsrelated to participants may include any figures, data, numbers, or factsrelated to the people who joined the communication and their activitiesduring the communication (e.g., number of messages sent, frequency ofkey words used, number of files transmitted, and more).

Aspects of this disclosure may include generating an object associatedwith a table, the object containing the characteristics of acommunication logged in memory. Generating an object may includecreating a new cell, row, column, table, dashboard, or any other locusthat may store the data or presentation of data, as discussed furtherbelow. The object may contain the characteristics of the communicationconsistent with some disclosed embodiments discussed above. For example,an object associated with the table may include an icon in an existingrow or a cell.

By way of one example, item 1922 of FIG. 19 includes eight objects(eight cells in the row) relating to characteristics of a Zoom Meetingcommunication. The eight objects include meeting name, meeting host,meeting participants, meeting duration, meeting transcript, meetingscheduled duration, meeting recording, and meeting Join URL. Each of thecells specifically list characteristics of the video communicationassociated with it.

In some embodiments, generating an object associated with a table mayinclude creating a row in the table associated with the communication.In some embodiments, the system may generate a new row associated withthe communication.

FIG. 19 illustrated a system that generated item 1906, item 1908, item1910, item 1912, item 1914, item 1916, item 1918, item 1920, and item1922 as new rows in table 1904 associated with one or morecommunications. While these items may be generated as new rows in anexisting table, these items may also have been generated in a new table.Further, the generation of new items may occur for a first user with afirst board, or may be generated for multiple users (e.g., teammatesassociated with a communication) as discussed below.

In some embodiments, generating an object associated with a table mayinclude creating a row in another table associated with thecommunication. In some embodiments, a system may create one or more rowsin another table (of multiple tables) associated with the communication.The additional table may be for a single user or may be generated formultiple users who may or may not have participated in thecommunication. For example, where a communication involves a team offour individuals and a supervisor, the generated object that my containcharacteristics of the communication as a new row containing thatinformation in a table for each of the four individuals and thesupervisor. Even if one of the individuals could not attend thecommunication, that particular individual may still have an objectgenerated to capture the characteristics and communications from themeeting.

In some embodiments, the generated object may be associated with aparticular row. Linking a generated object to a row may includeassociating or connecting an object and an item or row, consistent withsome embodiments disclosed above. While the generated object may beassociated with a particular row, the generated object may be associatedwith a particular cell. The generated object may be associated with theparticular cell containing an active link, as previously discussed.

In FIG. 19, an exemplary generated object may be associated with aspecific cell such as the cell item 1922 that includes Active Link 1924.

Aspects of this disclosure may also involve logging text messagesoccurring between participants during a communication and generating anobject that may include characterizing the logged text messages. Textmessages may include any alphanumeric of graphical communicationstransmitted or saved during a video or audio (e.g., a resultingtranscript of an audio conversation) communication. Characterizinglogged text messages may include analyzing data associated with the textmessages or analyzing the text messages themselves, consistent with someembodiments discussed above. Characterizing the logged text messages mayinclude recording a number of text messages exchanged. In someembodiments, the system may analyze the meta data associated with thevideo communication including the chat messages in order to determinetallies of the communications sent by particular participants.

In FIG. 19, the system displays logged chat messages from videocommunication 1901 in table 1904. While not shown, the system may logcharacteristics of the communications in memory that may be laterretrieved and viewed. For example, a user associated with table 1904 mayadd a new column that presents additional characteristics of the loggedtext messages at a time after the text messages were sent. Upon addingthe new column, the table 1904 may present the characteristics of thetext message or other communications and files that were transmittedduring the video/audio communication.

According to some embodiments of this disclosure, characterizing textmessages may include recording key words from the text messages. In someembodiments, the system may analyze the logged chat messages from acommunication and determine key words or phrases spoken by eachindividual or all individuals during the video or audio communication.This may enable users to track action items at the conclusion of thecommunication. In some other embodiments, the system may enableparticipants to manually mark key words from the communication or textmessages for recordation so that the participants may later refer to thekey words.

FIG. 21 illustrates a block diagram of method 2100 performed by aprocessor of a computer readable medium containing instructions,consistent with some disclosed embodiments. In some embodiments, themethod may include the following steps:

Block 2102: Present a table via a display, the table containing rows andcolumns defining cells, the rows and cells being configured to managerespective roles of the workflow participants. In some embodiments, auser may access a data management platform and view tables with rows,columns, and cells to manage data.

Block 2104: Present on the display at least one active link for enablingworkflow participants to join in a video or an audio communication. Insome embodiments, the table may include a functioning hyperlink to allowusers to join a videocall.

Block 2106: Log in memory characteristics of the communication,including identities of the workflow participants who joined in thecommunication. In some embodiments, the system may store any metadataassociated with the video call and its participants.

Block 2108: Generate an object associated with the table, the objectcontaining the characteristics of the communication logged in memory. Insome embodiments, the system may display the stored metadata associatedwith the video call and its participants on a table of the datamanagement platform.

Unless otherwise defined, all technical and scientific terms used hereinhave the same meaning as commonly understood by one of ordinary skill inthe art. The materials, methods, and examples provided herein areillustrative only and not intended to be limiting.

Implementation of the method and system of the present disclosure mayinvolve performing or completing certain selected tasks or stepsmanually, automatically, or a combination thereof. Moreover, accordingto actual instrumentation and equipment of preferred embodiments of themethod and system of the present disclosure, several selected steps maybe implemented by hardware (HW) or by software (SW) on any operatingsystem of any firmware, or by a combination thereof. For example, ashardware, selected steps of the disclosure could be implemented as achip or a circuit. As software or algorithm, selected steps of thedisclosure could be implemented as a plurality of software instructionsbeing executed by a computer using any suitable operating system. In anycase, selected steps of the method and system of the disclosure could bedescribed as being performed by a data processor, such as a computingdevice for executing a plurality of instructions.

The terms “machine-readable medium” “computer-readable medium” refers toany computer program product, apparatus and/or device (e.g., magneticdiscs, optical disks, memory, Programmable Logic Devices (PLDs)) used toprovide machine instructions and/or data to a programmable processor,including a machine-readable medium that receives machine instructionsas a machine-readable signal. The term “machine-readable signal” refersto any signal used to provide machine instructions and/or data to aprogrammable processor.

Various implementations of the systems and techniques described here canbe realized in digital electronic circuitry, integrated circuitry,specially designed ASICs (application specific integrated circuits),computer hardware, firmware, software, and/or combinations thereof.These various implementations can include implementation in one or morecomputer programs that are executable and/or interpretable on aprogrammable system including at least one programmable processor, whichmay be special or general purpose, coupled to receive data andinstructions from, and to transmit data and instructions to, a storagesystem, at least one input device, and at least one output device.

Although the present disclosure is described with regard to a “computingdevice”, a “computer”, or “mobile device”, it should be noted thatoptionally any device featuring a data processor and the ability toexecute one or more instructions may be described as a computing device,including but not limited to any type of personal computer (PC), aserver, a distributed server, a virtual server, a cloud computingplatform, a cellular telephone, an IP telephone, a smartphone, a smartwatch or a PDA (personal digital assistant). Any two or more of suchdevices in communication with each other may optionally comprise a“network” or a “computer network”.

To provide for interaction with a user, the systems and techniquesdescribed here can be implemented on a computer having a display device(a LED (light-emitting diode), or OLED (organic LED), or LCD (liquidcrystal display) monitor/screen) for displaying information to the userand a keyboard and a pointing device (e.g., a mouse or a trackball) bywhich the user can provide input to the computer. Other kinds of devicescan be used to provide for interaction with a user as well; for example,feedback provided to the user can be any form of sensory feedback (e.g.,visual feedback, auditory feedback, or tactile feedback); and input fromthe user can be received in any form, including acoustic, speech, ortactile input.

The systems and techniques described here can be implemented in acomputing system that includes a back end component (e.g., as a dataserver), or that includes a middleware component (e.g., an applicationserver), or that includes a front end component (e.g., a client computerhaving a graphical user interface or a Web browser through which a usercan interact with an implementation of the systems and techniquesdescribed here), or any combination of such back end, middleware, orfront end components. The components of the system can be interconnectedby any form or medium of digital data communication (e.g., acommunication network). Examples of communication networks include alocal area network (“LAN”), a wide area network (“WAN”), and theInternet.

The computing system can include clients and servers. A client andserver are generally remote from each other and typically interactthrough a communication network. The relationship of client and serverarises by virtue of computer programs running on the respectivecomputers and having a client-server relationship to each other.

It should be appreciated that the above described methods and apparatusmay be varied in many ways, including omitting or adding steps, changingthe order of steps and the type of devices used. It should beappreciated that different features may be combined in different ways.In particular, not all the features shown above in a particularembodiment or implementation are necessary in every embodiment orimplementation of the invention. Further combinations of the abovefeatures and implementations are also considered to be within the scopeof some embodiments or implementations of the invention.

While certain features of the described implementations have beenillustrated as described herein, many modifications, substitutions,changes and equivalents will now occur to those skilled in the art. Itis, therefore, to be understood that the appended claims are intended tocover all such modifications and changes as fall within the scope of theimplementations. It should be understood that they have been presentedby way of example only, not limitation, and various changes in form anddetails may be made. Any portion of the apparatus and/or methodsdescribed herein may be combined in any combination, except mutuallyexclusive combinations. The implementations described herein can includevarious combinations and/or sub-combinations of the functions,components and/or features of the different implementations described.

Disclosed embodiments may include any one of the followingbullet-pointed features alone or in combination with one or more otherbullet-pointed features, whether implemented as a method, by at leastone processor, and/or stored as executable instructions onnon-transitory computer-readable media:

-   -   maintaining the plurality of distinct tables;    -   wherein each distinct table contains a plurality of items, with        each item being made up of a plurality of cells categorized by        category indicators;    -   wherein the plurality of distinct tables contain a common        category indicator;    -   generating a graphical representation of a plurality of        variables within the plurality of cells associated with the        common category indicator, the graphical representation        including a plurality of sub-portions, each sub-portion        representing a differing variable of the common category        indicator;    -   receiving a selection of a sub-portion of the graphical        representation;    -   performing a look-up across the plurality of distinct tables for        a specific variable associated with the received selection;    -   based on the look-up, causing an aggregated display of a        plurality of items dissociated from the differing tables;    -   wherein each displayed item includes the specific variable and        variables associated with additional category indicators;    -   wherein the aggregated display includes a new table different        from each of the distinct tables;    -   receiving a sub-selection of the plurality of distinct tables        for exclusion from the aggregated display;    -   wherein following the received sub-selection, the aggregated        display is caused to change to omit items from the excluded        tables;    -   receiving selections of multiple sub-portions of the graphical        display and to perform a look-up across the plurality of        distinct tables for specific variables associated with the        received selections;    -   storing the selections as a template;    -   receiving a selection to alter one of the plurality of items of        the aggregated display;    -   in response to the selection to alter one of the plurality of        items, outputting a display signal to re-render the aggregated        display of the plurality of items;    -   wherein the aggregated display includes a graphical indicator        based on a percentage makeup of a characteristic of the        plurality of items;    -   accessing a first platform that displays a first set of data in        a first format;    -   accessing a second platform that displays a second set of data        in a second format;    -   linking the first set of data with the second set of data to        enable migration of the first set of data to the second platform        and the second set of data to the first platform;    -   enabling the first platform to simultaneously display the second        set of data in the second format;    -   enabling alteration of the second set of data in the second        platform through manipulation of the simultaneous display of the        second set of data in the first platform;    -   in response to receiving an alteration, syncing the second set        of data as altered via the first platform with the first data        set;    -   wherein linking the first set of data with the second set of        data includes mapping a data type from the first set of data to        a data type from second set of data;    -   wherein enabling the first platform to simultaneously display        the second set of data in the second format includes providing a        frame within the first platform in which the second platform is        displayed;    -   wherein the frame is an iframe;    -   wherein enabling alteration of the second set of data in the        second platform through manipulation of the simultaneous display        of the second set of data in the first platform includes        enabling editing within the frame;    -   while the second platform is simultaneously displayed, exporting        changes made to the first set of data to the second platform        such that the simultaneous display of the second set of data is        updated in real time;    -   wherein linking the first set of data with the second set of        data occurs as a result of an input to a logical sentence        structure;    -   in response to receipt of the input, to regulate the syncing of        the second data set with the first data set;    -   presenting a table via a display, the table containing rows and        columns defining cells, the rows and cells being configured to        manage respective roles of the workflow participants;    -   presenting on the display at least one active link for enabling        workflow participants to join in a video or an audio        communication;    -   logging in memory, characteristics of the communication        including identities of the workflow participants who joined in        the communication;    -   generating an object associated with the table, the object        containing the characteristics of the communication logged in        memory;    -   wherein the table is configured to track due dates and statuses        of items associated with the workflow;    -   wherein the at least one processor is configured to associate        the communication with a specific one of the items and to link        the object to the specific one of the items;    -   wherein the at least one active link is associated with a        particular row in the table;    -   wherein the generated object is associated with the particular        row;    -   wherein active link is associated with a particular cell in the        table;    -   wherein the generated object is associated with the particular        cell;    -   wherein the video or audio communication is provided via an        application linked via the active link;    -   wherein the characteristics of the communication further include        at least one participant identification, start and end time        stamps, a conversation transcript, a conversation duration, a        list of key words spoken in the communication, or statistics        related to participants;    -   wherein generating the object associated with the table includes        creating a row in the table associated with the communication;    -   wherein generating the object associated with the table includes        creating a row in another table associated with the        communication;    -   logging text messages occurring between participants during the        communication and wherein generating the object includes        characterizing the logged text messages;    -   wherein characterizing the logged text messages includes        recording a number of text messages exchanged;    -   wherein characterizing the text messages includes recording key        words from the text messages.

Systems and methods disclosed herein involve unconventional improvementsover conventional approaches. Descriptions of the disclosed embodimentsare not exhaustive and are not limited to the precise forms orembodiments disclosed. Modifications and adaptations of the embodimentswill be apparent from consideration of the specification and practice ofthe disclosed embodiments. Additionally, the disclosed embodiments arenot limited to the examples discussed herein.

The foregoing description has been presented for purposes ofillustration. It is not exhaustive and is not limited to the preciseforms or embodiments disclosed. Modifications and adaptations of theembodiments will be apparent from consideration of the specification andpractice of the disclosed embodiments. For example, the describedimplementations include hardware and software, but systems and methodsconsistent with the present disclosure may be implemented as hardwarealone.

It is appreciated that the above described embodiments can beimplemented by hardware, or software (program codes), or a combinationof hardware and software. If implemented by software, it can be storedin the above-described computer-readable media. The software, whenexecuted by the processor can perform the disclosed methods. Thecomputing units and other functional units described in the presentdisclosure can be implemented by hardware, or software, or a combinationof hardware and software. One of ordinary skill in the art will alsounderstand that multiple ones of the above described modules/units canbe combined as one module or unit, and each of the above describedmodules/units can be further divided into a plurality of sub-modules orsub-units.

The block diagrams in the figures illustrate the architecture,functionality, and operation of possible implementations of systems,methods, and computer hardware or software products according to variousexample embodiments of the present disclosure. In this regard, eachblock in a flowchart or block diagram may represent a module, segment,or portion of code, which includes one or more executable instructionsfor implementing the specified logical functions. It should beunderstood that in some alternative implementations, functions indicatedin a block may occur out of order noted in the figures. For example, twoblocks shown in succession may be executed or implemented substantiallyconcurrently, or two blocks may sometimes be executed in reverse order,depending upon the functionality involved. Some blocks may also beomitted. It should also be understood that each block of the blockdiagrams, and combination of the blocks, may be implemented by specialpurpose hardware-based systems that perform the specified functions oracts, or by combinations of special purpose hardware and computerinstructions.

In the foregoing specification, embodiments have been described withreference to numerous specific details that can vary from implementationto implementation. Certain adaptations and modifications of thedescribed embodiments can be made. Other embodiments can be apparent tothose skilled in the art from consideration of the specification andpractice of the invention disclosed herein. It is intended that thespecification and examples be considered as example only, with a truescope and spirit of the invention being indicated by the followingclaims. It is also intended that the sequence of steps shown in figuresare only for illustrative purposes and are not intended to be limited toany particular sequence of steps. As such, those skilled in the art canappreciate that these steps can be performed in a different order whileimplementing the same method.

It will be appreciated that the embodiments of the present disclosureare not limited to the exact construction that has been described aboveand illustrated in the accompanying drawings, and that variousmodifications and changes may be made without departing from the scopethereof.

Other embodiments will be apparent to those skilled in the art fromconsideration of the specification and practice of the disclosedembodiments disclosed herein. It is intended that the specification andexamples be considered as exemplary only, with a true scope and spiritof the disclosed embodiments being indicated by the following claims.

Computer programs based on the written description and methods of thisspecification are within the skill of a software developer. The variousprograms or program modules can be created using a variety ofprogramming techniques. One or more of such software sections or modulescan be integrated into a computer system, non-transitory computerreadable media, or existing software.

Moreover, while illustrative embodiments have been described herein, thescope includes any and all embodiments having equivalent elements,modifications, omissions, combinations (e.g., of aspects across variousembodiments), adaptations or alterations based on the presentdisclosure. The elements in the claims are to be interpreted broadlybased on the language employed in the claims and not limited to examplesdescribed in the present specification or during the prosecution of theapplication. These examples are to be construed as non-exclusive.Further, the steps of the disclosed methods can be modified in anymanner, including by reordering steps or inserting or deleting steps. Itis intended, therefore, that the specification and examples beconsidered as exemplary only, with a true scope and spirit beingindicated by the following claims and their full scope of equivalents.

What is claimed is:
 1. A system for graphically aggregating data from aplurality of distinct tables, and enabling dissociation of underlyingaggregated data from the associated distinct tables, the systemcomprising: at least one processor configured to: maintain the pluralityof distinct tables, wherein each distinct table contains a plurality ofitems, with each item being made up of a plurality of cells categorizedby category indicators, and wherein the plurality of distinct tablescontain a common category indicator; generate a graphical representationof a plurality of variables within the plurality of cells associatedwith the common category indicator, the graphical representationincluding a plurality of sub-portions, each sub-portion representing adiffering variable of the common category indicator; receive a selectionof a sub-portion of the graphical representation; perform a look-upacross the plurality of distinct tables for a specific variableassociated with the received selection; and based on the look-up, causean aggregated display of a plurality of items dissociated from thediffering tables, wherein each displayed item includes the specificvariable and variables associated with additional category indicators.2. The system of claim 1, wherein the aggregated display includes a newtable different from each of the distinct tables.
 3. The system of claim1, wherein the at least one processor is configured to receive asub-selection of the plurality of distinct tables for exclusion from theaggregated display, and wherein following the received sub-selection,the aggregated display is caused to change to omit items from theexcluded tables.
 4. The system of claim 1, wherein the at least oneprocessor is configured to receive selections of multiple sub-portionsof the graphical display and to perform a look-up across the pluralityof distinct tables for specific variables associated with the receivedselections.
 5. The system of claim 4, wherein the at least one processoris configured to store the selections as a template.
 6. The system ofclaim 1, wherein the at least one processor is further configured toreceive a selection to alter one of the plurality of items of theaggregated display; and in response to the selection to alter one of theplurality of items, output a display signal to re-render the aggregateddisplay of the plurality of items.
 7. The system of claim 2, wherein theaggregated display includes a graphical indicator based on a percentagemakeup of a characteristic of the plurality of items.
 8. Anon-transitory computer readable medium containing instructions thatwhen executed by at least one processor, cause the at least oneprocessor to perform operations for graphically aggregating data from aplurality of distinct tables, and enabling dissociation of underlyingaggregated data from the associated distinct tables, the operationscomprising: maintaining the plurality of distinct tables, wherein eachdistinct table contains a plurality of items, with each item being madeup of a plurality of cells categorized by category indicators, andwherein the plurality of distinct tables contain a common categoryindicator; generating a graphical representation of a plurality ofvariables within the plurality of cells associated with the commoncategory indicator, the graphical representation including a pluralityof sub-portions, each sub-portion representing a differing variable ofthe common category indicator; receiving a selection of a sub-portion ofthe graphical representation; performing a look-up across the pluralityof distinct tables for a specific variable associated with the receivedselection; and based on the look-up, causing an aggregated display of aplurality of items dissociated from the differing tables, wherein eachdisplayed item includes the specific variable and variables associatedwith additional category indicators.
 9. The non-transitory computerreadable medium of claim 8, wherein the aggregated display includes anew table different from each of the distinct tables.
 10. Thenon-transitory computer readable medium of claim 8, wherein theoperations further comprise receiving a sub-selection of the pluralityof distinct tables for exclusion from the aggregated display, andwherein following the received sub-selection, the aggregated display iscaused to change to omit items from the excluded tables.
 11. Thenon-transitory computer readable medium of claim 8, wherein theoperations further comprise receiving selections of multiplesub-portions of the graphical display and to perform a look-up acrossthe plurality of distinct tables for specific variables associated withthe received selections.
 12. The non-transitory computer readable mediumof claim 11, wherein the operations further comprise storing theselections as a template.
 13. The non-transitory computer readablemedium of claim 8, wherein the operations further comprise receiving aselection to alter one of the plurality of items of the aggregateddisplay; and in response to the selection to alter one of the pluralityof items, outputting a display signal to re-render the aggregateddisplay of the plurality of items.
 14. The non-transitory computerreadable medium of claim 9, wherein the aggregated display includes agraphical indicator based on a percentage makeup of a characteristic ofthe plurality of items.
 15. A method for graphically aggregating datafrom a plurality of distinct tables, and enabling dissociation ofunderlying aggregated data from the associated distinct tables, themethod comprising: maintaining the plurality of distinct tables, whereineach distinct table contains a plurality of items, with each item beingmade up of a plurality of cells categorized by category indicators, andwherein the plurality of distinct tables contain a common categoryindicator; generating a graphical representation of a plurality ofvariables within the plurality of cells associated with the commoncategory indicator, the graphical representation including a pluralityof sub-portions, each sub-portion representing a differing variable ofthe common category indicator; receiving a selection of a sub-portion ofthe graphical representation; performing a look-up across the pluralityof distinct tables for a specific variable associated with the receivedselection; and based on the look-up, causing an aggregated display of aplurality of items dissociated from the differing tables, wherein eachdisplayed item includes the specific variable and variables associatedwith additional category indicators.
 16. The method of claim 15, whereinthe aggregated display includes a new table different from each of thedistinct tables.
 17. The method of claim 15, wherein the method furthercomprises receiving a sub-selection of the plurality of distinct tablesfor exclusion from the aggregated display, and wherein following thereceived sub-selection, the aggregated display is caused to change toomit items from the excluded tables.
 18. The method of claim 15, whereinthe method further comprises receiving selections of multiplesub-portions of the graphical display and to perform a look-up acrossthe plurality of distinct tables for specific variables associated withthe received selections.
 19. The method of claim 18, wherein the methodfurther comprises storing the selections as a template.
 20. The methodof claim 15, wherein the method further comprises receiving a selectionto alter one of the plurality of items of the aggregated display; and inresponse to the selection to alter one of the plurality of items,outputting a display signal to re-render the aggregated display of theplurality of items.